WealthTrust Fairport’s Broadcom AVGO Stock Holding History

WealthTrust Fairport’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
2019 Q1	$22K	Buy	730 +520	+248%	+$14.1K	﹤0.01%	289
2018 Q4	$5K	Hold	210	–	–	﹤0.01%	355
2018 Q3	$5K	Hold	210	–	–	﹤0.01%	432
2018 Q2	$5K	Sell	210 -100	-32%	-$2.45K	﹤0.01%	424
2018 Q1	$7K	Buy	+310	New	+$7.8K	﹤0.01%	404
2015 Q1	–	Sell	-130	Closed	-$1K	–	155
2014 Q4	$1K	Hold	130	–	–	﹤0.01%	427
2014 Q3	$1K	Hold	130	–	–	﹤0.01%	335
2014 Q2	$1K	Hold	130	–	–	﹤0.01%	317
2014 Q1	$1K	Buy	+130	New	+$762	﹤0.01%	264

Other funds holding AVGO

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WealthTrust Fairport's AVGO Position: Q1 2019 in Review

WealthTrust Fairport increased its Broadcom (AVGO) stake by 248% in Q1 2019, buying an estimated $14.1K and bringing the position to 730 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

WealthTrust Fairport first reported a position in AVGO in Q1 2014 and has held it in 9 quarters since. 1,224 funds tracked by Wall St. Rank hold AVGO as of Q1 2019.

WealthTrust Fairport held 730 shares of Broadcom worth $22K as of Q1 2019.
WealthTrust Fairport bought 520 Broadcom shares in Q1 2019, an estimated $14.1K.
Broadcom made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #289 holding.
WealthTrust Fairport first reported a position in Broadcom in Q1 2014 and has held it in 9 quarters since.
1,224 funds tracked by Wall St. Rank held Broadcom as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.