Wealthfront’s Broadcom AVGO Stock Holding History

Wealthfront’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 Q3	$2.25M	Buy	91,090 +8,670	+11%	+$194K	0.02%	112
2018 Q2	$2M	Sell	82,420 -9,940	-11%	-$244K	0.02%	127
2018 Q1	$2.18M	Sell	92,360 -13,940	-13%	-$351K	0.02%	127
2017 Q4	$2.73M	Buy	106,300 +5,610	+6%	+$146K	0.03%	87
2017 Q3	$2.44M	Buy	100,690 +8,020	+9%	+$198K	0.03%	93
2017 Q2	$2.16M	Buy	92,670 +5,440	+6%	+$126K	0.03%	90
2017 Q1	$1.91M	Buy	87,230 +11,380	+15%	+$234K	0.03%	86
2016 Q4	$1.34M	Buy	75,850 +3,070	+4%	+$53.2K	0.03%	92
2016 Q3	$1.26M	Buy	72,780 +3,100	+4%	+$51.8K	0.03%	87
2016 Q2	$1.08M	Buy	69,680 +18,720	+37%	+$285K	0.03%	91
2016 Q1	$787K	Buy	50,960 +3,240	+7%	+$43.8K	0.02%	102
2015 Q4	$693K	Buy	47,720 +7,740	+19%	+$101K	0.02%	108
2015 Q3	$500K	Buy	39,980 +8,180	+26%	+$103K	0.02%	130
2015 Q2	$423K	Buy	31,800 +5,160	+19%	+$67.6K	0.02%	132
2015 Q1	$338K	Buy	26,640 +3,420	+15%	+$39.2K	0.02%	136
2014 Q4	$234K	Buy	23,220 +9,420	+68%	+$84.2K	0.01%	176
2014 Q3	$120K	Buy	13,800 +8,170	+145%	+$63.8K	0.01%	255
2014 Q2	$42K	Buy	+5,630	New	+$37.8K	﹤0.01%	399

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront's AVGO Position: Q3 2018 in Review

Wealthfront increased its Broadcom (AVGO) stake by 11% in Q3 2018, buying an estimated $194K and bringing the position to 91,090 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #112.

Wealthfront first reported a position in AVGO in Q2 2014 and has held it in 18 quarters since. The position peaked at $2.73M in Q4 2017. 1,022 funds tracked by Wall St. Rank hold AVGO as of Q3 2018.

Wealthfront held 91,090 shares of Broadcom worth $2.25M as of Q3 2018.
Wealthfront bought 8,670 Broadcom shares in Q3 2018, an estimated $194K.
Broadcom made up 0.02% of Wealthfront's portfolio in Q3 2018, its #112 holding.
Wealthfront first reported a position in Broadcom in Q2 2014 and has held it in 18 quarters since.
Wealthfront's Broadcom position peaked at $2.73M in Q4 2017.
1,022 funds tracked by Wall St. Rank held Broadcom as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.