Vontobel Swiss Wealth Advisors’s Broadcom AVGO Stock Holding History

Vontobel Swiss Wealth Advisors’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	$6.89M	Buy	148,180 +4,330	+3%	+$201K	3.54%	14
2021 Q1	$6.67M	Sell	143,850 -8,680	-6%	-$401K	3.72%	12
2020 Q4	$6.68M	Sell	152,530 -48,510	-24%	-$1.89M	3.8%	9
2020 Q3	$7.13M	Sell	201,040 -380	-0.2%	-$12.7K	4.98%	2
2020 Q2	$6.36M	Buy	201,420 +6,080	+3%	+$170K	4.17%	3
2020 Q1	$4.63M	Buy	+195,340	New	+$5.5M	3.53%	5

Other funds holding AVGO

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Vontobel Swiss Wealth Advisors's AVGO Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Broadcom (AVGO) stake by 3% in Q2 2021, buying an estimated $201K and bringing the position to 148,180 shares worth $6.89M. The position accounts for 3.54% of the portfolio, ranked #14.

Vontobel Swiss Wealth Advisors first reported a position in AVGO in Q1 2020 and has held it in 6 quarters since. The position peaked at $7.13M in Q3 2020. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

Vontobel Swiss Wealth Advisors held 148,180 shares of Broadcom worth $6.89M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 4,330 Broadcom shares in Q2 2021, an estimated $201K.
Broadcom made up 3.54% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #14 holding.
Vontobel Swiss Wealth Advisors first reported a position in Broadcom in Q1 2020 and has held it in 6 quarters since.
Vontobel Swiss Wealth Advisors's Broadcom position peaked at $7.13M in Q3 2020.
1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.