WRF
AVGO icon

Waddell & Reed Financial’s Broadcom AVGO Stock Holding History

Waddell & Reed Financial’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
2017
Q4 		– Sell
-128,000
Closed -$3.1M – 529
2017
Q3 		$3.1M Buy
+128,000
New +$3.16M 0.01% 489

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

Waddell & Reed Financial's AVGO Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Broadcom (AVGO) stake by 11% in Q1 2021, selling an estimated $5.9M and leaving 1,036,970 shares worth $48.1M. The position accounts for 0.1% of the portfolio, ranked #238.

Waddell & Reed Financial first reported a position in AVGO in Q1 2016 and has held it in 19 quarters since. The position peaked at $480M in Q1 2018. 1,692 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • Waddell & Reed Financial held 1,036,970 shares of Broadcom worth $48.1M as of Q1 2021.
  • Waddell & Reed Financial sold 127,630 Broadcom shares in Q1 2021, an estimated $5.9M.
  • Broadcom made up 0.1% of Waddell & Reed Financial's portfolio in Q1 2021, its #238 holding.
  • Waddell & Reed Financial first reported a position in Broadcom in Q1 2016 and has held it in 19 quarters since.
  • Waddell & Reed Financial's Broadcom position peaked at $480M in Q1 2018.
  • 1,692 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.