THWM
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Taylor Hoffman Wealth Management’s Broadcom AVGO Stock Holding History

Taylor Hoffman Wealth 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
Q1 		– Sell
-180
Closed -$5K – 440
2017
Q4 		$5K Buy
+180
New +$4.68K ﹤0.01% 332

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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Hoffman Wealth Management's AVGO Position: Q1 2018 in Review

Taylor Hoffman Wealth Management sold out of Broadcom (AVGO) in Q1 2018, closing a stake of 180 shares — an estimated $5K sold.

Taylor Hoffman Wealth Management first reported a position in AVGO in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 939 funds tracked by Wall St. Rank hold AVGO as of Q1 2018.

  • Taylor Hoffman Wealth Management reported no remaining Broadcom position as of Q1 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 180 Broadcom shares in Q1 2018, an estimated $5K.
  • Taylor Hoffman Wealth Management first reported a position in Broadcom in Q4 2017 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Broadcom position peaked at $5K in Q4 2017.
  • 939 funds tracked by Wall St. Rank held Broadcom as of Q1 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2018, filed 10 May 2018.