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USCA RIA’s Broadcom AVGO Stock Holding History

USCA RIA’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
Q2 		$4.65M Buy
97,500
+2,130
+2% +$98.7K 0.28% 106
2021
Q1 		$4.42M Buy
95,370
+66,750
+233% +$3.09M 0.29% 99
2020
Q4 		$1.25M Sell
28,620
-83,010
-74% -$3.24M 0.09% 214
2020
Q3 		$4.07M Buy
111,630
+4,750
+4% +$159K 0.32% 71
2020
Q2 		$3.37M Buy
106,880
+9,280
+10% +$260K 0.3% 76
2020
Q1 		$2.31M Buy
97,600
+1,260
+1% +$35.5K 0.27% 93
2019
Q4 		$3.04M Sell
96,340
-107,290
-53% -$3.26M 0.27% 122
2019
Q3 		$5.62M Buy
203,630
+7,700
+4% +$219K 0.55% 54
2019
Q2 		$5.64M Sell
195,930
-2,270
-1% -$66.2K 0.57% 49
2019
Q1 		$5.96M Buy
+198,200
New +$5.37M 0.65% 43
2018
Q4 		– Sell
-67,890
Closed -$1.68M – 423
2018
Q3 		$1.68M Sell
67,890
-10,400
-13% -$233K 0.17% 167
2018
Q2 		$1.9M Sell
78,290
-29,360
-27% -$720K 0.2% 152
2018
Q1 		$2.54M Buy
+107,650
New +$2.71M 0.28% 112
2017
Q4 		– Sell
-56,470
Closed -$1.32M – 432
2017
Q3 		$1.32M Hold
56,470
– – 0.17% 168
2017
Q2 		$1.32M Buy
56,470
+19,970
+55% +$463K 0.17% 169
2017
Q1 		$799K Buy
36,500
+12,000
+49% +$247K 0.12% 205
2016
Q4 		$433K Sell
24,500
-23,500
-49% -$407K 0.07% 272
2016
Q3 		$828K Buy
+48,000
New +$803K 0.14% 177

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
BlackRock
BlackRock New York $5.72T 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
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

USCA RIA's AVGO Position: Q2 2021 in Review

USCA RIA increased its Broadcom (AVGO) stake by 2.2% in Q2 2021, buying an estimated $98.7K and bringing the position to 97,500 shares worth $4.65M. The position accounts for 0.28% of the portfolio, ranked #106.

USCA RIA first reported a position in AVGO in Q3 2016 and has held it in 18 quarters since. The position peaked at $5.96M in Q1 2019. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • USCA RIA held 97,500 shares of Broadcom worth $4.65M as of Q2 2021.
  • USCA RIA bought 2,130 Broadcom shares in Q2 2021, an estimated $98.7K.
  • Broadcom made up 0.28% of USCA RIA's portfolio in Q2 2021, its #106 holding.
  • USCA RIA first reported a position in Broadcom in Q3 2016 and has held it in 18 quarters since.
  • USCA RIA's Broadcom position peaked at $5.96M in Q1 2019.
  • 1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.