SBSB
AVGO icon

Sullivan, Bruyette, Speros & Blaney’s Broadcom AVGO Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
2021
Q1 		$429K Buy
9,240
+20
+0.2% +$925 0.02% 197
2020
Q4 		$404K Buy
9,220
+1,550
+20% +$60.4K 0.02% 189
2020
Q3 		$280K Sell
7,670
-950
-11% -$31.8K 0.02% 212
2020
Q2 		$272K Hold
8,620
– – 0.02% 195
2020
Q1 		$204K Buy
8,620
+2,700
+46% +$76.1K 0.01% 205
2019
Q4 		$187K Sell
5,920
-260
-4% -$7.89K 0.01% 259
2019
Q3 		$171K Buy
+6,180
New +$176K 0.01% 258

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's AVGO Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Broadcom (AVGO) stake by 0.22% in Q1 2021, buying an estimated $925 and bringing the position to 9,240 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #197.

Sullivan, Bruyette, Speros & Blaney first reported a position in AVGO in Q3 2019 and has held it in 7 quarters since. 1,692 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 9,240 shares of Broadcom worth $429K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 20 Broadcom shares in Q1 2021, an estimated $925.
  • Broadcom made up 0.02% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #197 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Broadcom in Q3 2019 and has held it in 7 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.