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Wealthspire Advisors (Maryland)’s Broadcom AVGO Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.6M Buy
43,960
+11,240
+34% +$376K 0.06% 149
2020
Q2 		$1.03M Sell
32,720
-5,130
-14% -$144K 0.07% 156
2020
Q1 		$897K Buy
37,850
+6,100
+19% +$172K 0.08% 149
2019
Q4 		$1M Buy
31,750
+4,500
+17% +$137K 0.07% 170
2019
Q3 		$752K Buy
27,250
+2,580
+10% +$73.4K 0.06% 187
2019
Q2 		$710K Buy
24,670
+610
+3% +$17.8K 0.05% 193
2019
Q1 		$723K Buy
24,060
+3,660
+18% +$99.2K 0.05% 189
2018
Q4 		$519K Sell
20,400
-27,450
-57% -$648K 0.05% 215
2018
Q3 		$1.18M Buy
47,850
+580
+1% +$13K 0.1% 122
2018
Q2 		$1.15M Buy
47,270
+3,210
+7% +$78.7K 0.1% 117
2018
Q1 		$1.04M Sell
44,060
-90
-0.2% -$2.27K 0.1% 129
2017
Q4 		$1.13M Buy
44,150
+11,430
+35% +$297K 0.11% 122
2017
Q3 		$794K Buy
32,720
+4,910
+18% +$121K 0.09% 151
2017
Q2 		$648K Buy
27,810
+5,450
+24% +$126K 0.08% 179
2017
Q1 		$490K Sell
22,360
-9,680
-30% -$199K 0.07% 189
2016
Q4 		$566K Sell
32,040
-2,610
-8% -$45.2K 0.08% 155
2016
Q3 		$598K Sell
34,650
-5,380
-13% -$90K 0.09% 149
2016
Q2 		$622K Buy
40,030
+17,760
+80% +$270K 0.1% 137
2016
Q1 		$344K Buy
22,270
+5,750
+35% +$77.7K 0.06% 220
2015
Q4 		$240K Buy
+16,520
New +$215K 0.04% 311

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wealthspire Advisors (Maryland)'s AVGO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Broadcom (AVGO) stake by 34% in Q3 2020, buying an estimated $376K and bringing the position to 43,960 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #149.

Wealthspire Advisors (Maryland) first reported a position in AVGO in Q4 2015 and has held it in 20 quarters since. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 43,960 shares of Broadcom worth $1.6M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 11,240 Broadcom shares in Q3 2020, an estimated $376K.
  • Broadcom made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #149 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Broadcom in Q4 2015 and has held it in 20 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.