Squar Milner Financial Services’s Broadcom AVGO Stock Holding History

Squar Milner Financial Services’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
2020 Q3	–	Sell	-15,980	Closed	-$504K	–	16
2020 Q2	$504K	Hold	15,980	–	–	0.29%	96
2020 Q1	$378K	Buy	15,980 +950	+6%	+$26.8K	0.23%	101
2019 Q4	$474K	Buy	15,030 +5,860	+64%	+$178K	0.24%	96
2019 Q3	$334K	Sell	9,170 -6,480	-41%	-$184K	0.17%	144
2019 Q2	$451K	Buy	15,650 +5,520	+54%	+$161K	0.3%	78
2019 Q1	$304K	Hold	10,130	–	–	0.22%	109
2018 Q4	$258K	Hold	10,130	–	–	0.25%	103
2018 Q3	$250K	Buy	10,130 +1,880	+23%	+$42.2K	0.23%	120
2018 Q2	$200K	Buy	+8,250	New	+$202K	0.18%	157
2018 Q1	–	Sell	-8,810	Closed	-$216K	–	163
2017 Q4	$216K	Buy	+8,810	New	+$229K	0.26%	136

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's AVGO Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Broadcom (AVGO) in Q3 2020, closing a stake of 15,980 shares — an estimated $504K sold.

Squar Milner Financial Services first reported a position in AVGO in Q4 2017 and held it in 10 quarters. The position peaked at $504K in Q2 2020. 1,450 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

Squar Milner Financial Services reported no remaining Broadcom position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 15,980 Broadcom shares in Q3 2020, an estimated $504K.
Squar Milner Financial Services first reported a position in Broadcom in Q4 2017 and held it in 10 quarters.
Squar Milner Financial Services's Broadcom position peaked at $504K in Q2 2020.
1,450 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.