SM
AVGO icon

Southport Management’s Broadcom AVGO Stock Holding History

Southport Management’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-24,500
Closed -$577K – 24
2018
Q1 		$577K Hold
24,500
– – 2% 25
2017
Q4 		$629K Sell
24,500
-25,500
-51% -$663K 1.54% 28
2017
Q3 		$1.21M Sell
50,000
-20,000
-29% -$494K 3.23% 9
2017
Q2 		$1.63M Sell
70,000
-25,000
-26% -$580K 4.38% 12
2017
Q1 		$2.08M Sell
95,000
-125,000
-57% -$2.57M 4.51% 9
2016
Q4 		$3.89M Hold
220,000
– – 5.21% 4
2016
Q3 		$3.79M Buy
220,000
+60,000
+38% +$1M 7.4% 2
2016
Q2 		$2.49M Buy
160,000
+50,000
+45% +$762K 4.99% 3
2016
Q1 		$1.7M Buy
+110,000
New +$1.49M 2.81% 13

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return