WealthTrust-Arizona’s Broadcom AVGO Stock Holding History

WealthTrust-Arizona’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 Q4	$43K	Buy	+1,690	New	+$39.9K	0.03%	167
2016 Q1	–	Sell	-1,090	Closed	-$16K	–	578
2015 Q4	$16K	Sell	1,090 -760	-41%	-$9.88K	0.01%	295
2015 Q3	$23K	Sell	1,850 -10	-0.5%	-$126	0.01%	231
2015 Q2	$25K	Sell	1,860 -40	-2%	-$524	0.02%	241
2015 Q1	$24K	Sell	1,900 -400	-17%	-$4.59K	0.01%	244
2014 Q4	$23K	Sell	2,300 -10	-0.4%	-$89	0.02%	246
2014 Q3	$20K	Sell	2,310 -120	-5%	-$937	0.02%	276
2014 Q2	$18K	Hold	2,430	–	–	0.02%	299
2014 Q1	$16K	Hold	2,430	–	–	0.02%	330
2013 Q4	$13K	Hold	2,430	–	–	0.02%	354
2013 Q3	$10K	Sell	2,430 -50	-2%	-$192	0.01%	361
2013 Q2	$9K	Buy	+2,480	New	+$8.65K	0.01%	352

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust-Arizona's AVGO Position: Q4 2018 in Review

WealthTrust-Arizona opened a new position in Broadcom (AVGO) in Q4 2018: 1,690 shares worth $43K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings. This is a return to the name: WealthTrust-Arizona previously reported a position in AVGO as recently as Q4 2015.

WealthTrust-Arizona first reported a position in AVGO in Q2 2013 and has held it in 12 quarters since. 1,129 funds tracked by Wall St. Rank hold AVGO as of Q4 2018.

WealthTrust-Arizona held 1,690 shares of Broadcom worth $43K as of Q4 2018.
Broadcom was a new WealthTrust-Arizona position in Q4 2018.
Broadcom made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #167 holding.
WealthTrust-Arizona first reported a position in Broadcom in Q2 2013 and has held it in 12 quarters since.
1,129 funds tracked by Wall St. Rank held Broadcom as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.