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WA
WealthTrust-Arizona’s
Broadcom
AVGO
Stock Holding History
WealthTrust-Arizona’s Portfolio
AVGO Stock Details
AVGO Fund Activity
Bought
Maintained
Sold
Shares
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
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35.63%
1-Year Est. Return
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27.45%
1-Year Est. Return
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$427B AUM
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1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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