WIA
AVGO icon

Wealthstreet Investment Advisors’s Broadcom AVGO Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$12K Hold
190
– – 0.32% 51
2021
Q4 		$13K Hold
190
– – 0.32% 51
2021
Q3 		$9K Hold
190
– – 0.25% 54
2021
Q2 		$9K Sell
190
-7,170
-97% -$332K 0.05% 80
2021
Q1 		$341K Sell
7,360
-300
-4% -$13.9K 0.03% 300
2020
Q4 		$335K Hold
7,660
– – 0.03% 288
2020
Q3 		$279K Hold
7,660
– – 0.03% 284
2020
Q2 		$242K Buy
+7,660
New +$214K 0.03% 296
2018
Q1 		– Sell
-25,200
Closed -$647K – 341
2017
Q4 		$647K Buy
+25,200
New +$655K 0.08% 199

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return