WealthOne’s Broadcom AVGO Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-510	Closed	-$13K	–	105
2018 Q4	$13K	Buy	+510	New	+$12K	0.01%	338

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthOne's AVGO Position: Q1 2019 in Review

WealthOne sold out of Broadcom (AVGO) in Q1 2019, closing a stake of 510 shares — an estimated $13K sold.

WealthOne first reported a position in AVGO in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 1,224 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

WealthOne reported no remaining Broadcom position as of Q1 2019 after selling out during the quarter.
WealthOne sold 510 Broadcom shares in Q1 2019, an estimated $13K.
WealthOne first reported a position in Broadcom in Q4 2018 and held it in 1 quarter.
WealthOne's Broadcom position peaked at $13K in Q4 2018.
1,224 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.