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WealthStone’s Broadcom AVGO Stock Holding History

WealthStone’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
Q1 		$341K Buy
7,370
+930
+14% +$43K 0.12% 129
2020
Q4 		$282K Buy
+6,440
New +$251K 0.1% 148
2019
Q3 		– Sell
-210
Closed -$6.04K – 96
2019
Q2 		$6.04K Buy
+210
New +$6.12K ﹤0.01% 317

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

WealthStone's AVGO Position: Q1 2021 in Review

WealthStone increased its Broadcom (AVGO) stake by 14% in Q1 2021, buying an estimated $43K and bringing the position to 7,370 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #129.

WealthStone first reported a position in AVGO in Q2 2019 and has held it in 3 quarters since. 1,691 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • WealthStone held 7,370 shares of Broadcom worth $341K as of Q1 2021.
  • WealthStone bought 930 Broadcom shares in Q1 2021, an estimated $43K.
  • Broadcom made up 0.12% of WealthStone's portfolio in Q1 2021, its #129 holding.
  • WealthStone first reported a position in Broadcom in Q2 2019 and has held it in 3 quarters since.
  • 1,691 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.