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TrueWealth LLC’s Broadcom AVGO Stock Holding History

TrueWealth LLC’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
Q2 		$10K Hold
310
– – ﹤0.01% 464
2020
Q1 		$7K Hold
310
– – ﹤0.01% 494
2019
Q4 		$10K Buy
+310
New +$9.41K ﹤0.01% 457
2019
Q2 		– Sell
-500
Closed -$15K – 722
2019
Q1 		$15K Hold
500
– – 0.01% 401
2018
Q4 		$13K Hold
500
– – 0.01% 404
2018
Q3 		$12K Sell
500
-50
-9% -$1.12K 0.01% 446
2018
Q2 		$13K Buy
+550
New +$13.5K 0.01% 438
2018
Q1 		– Sell
-3,860
Closed -$99K – 812
2017
Q4 		$99K Buy
+3,860
New +$100K 0.05% 212

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TrueWealth LLC's AVGO Position: Q2 2020 in Review

TrueWealth LLC held its Broadcom (AVGO) position steady in Q2 2020 at 310 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

TrueWealth LLC first reported a position in AVGO in Q4 2017 and has held it in 8 quarters since. The position peaked at $99K in Q4 2017. 1,388 funds tracked by Wall St. Rank hold AVGO as of Q2 2020.

  • TrueWealth LLC held 310 shares of Broadcom worth $10K as of Q2 2020.
  • TrueWealth LLC left its Broadcom share count unchanged in Q2 2020.
  • Broadcom made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #464 holding.
  • TrueWealth LLC first reported a position in Broadcom in Q4 2017 and has held it in 8 quarters since.
  • TrueWealth LLC's Broadcom position peaked at $99K in Q4 2017.
  • 1,388 funds tracked by Wall St. Rank held Broadcom as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.