Wellesley Investment Partners’s Broadcom AVGO Stock Holding History

Wellesley Investment Partners’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
2020 Q3	$614K	Sell	16,870 -2,700	-14%	-$90.4K	0.21%	49
2020 Q2	$617K	Sell	19,570 -2,350	-11%	-$65.8K	0.22%	49
2020 Q1	$519K	Sell	21,920 -3,030	-12%	-$85.4K	0.21%	55
2019 Q4	$788K	Sell	24,950 -8,090	-24%	-$246K	0.24%	55
2019 Q3	$912K	Buy	33,040 +840	+3%	+$23.9K	0.3%	42
2019 Q2	$926K	Sell	32,200 -6,780	-17%	-$198K	0.32%	37
2019 Q1	$1.17M	Sell	38,980 -620	-2%	-$16.8K	0.4%	32
2018 Q4	$1.01M	Buy	39,600 +3,370	+9%	+$79.5K	0.36%	44
2018 Q3	$893K	Buy	36,230 +27,070	+296%	+$607K	0.29%	60
2018 Q2	$222K	Buy	+9,160	New	+$225K	0.08%	125

Other funds holding AVGO

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellesley Investment Partners's AVGO Position: Q3 2020 in Review

Wellesley Investment Partners reduced its Broadcom (AVGO) stake by 14% in Q3 2020, selling an estimated $90.4K and leaving 16,870 shares worth $614K. The position accounts for 0.21% of the portfolio, ranked #49.

Wellesley Investment Partners first reported a position in AVGO in Q2 2018 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2019. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

Wellesley Investment Partners held 16,870 shares of Broadcom worth $614K as of Q3 2020.
Wellesley Investment Partners sold 2,700 Broadcom shares in Q3 2020, an estimated $90.4K.
Broadcom made up 0.21% of Wellesley Investment Partners's portfolio in Q3 2020, its #49 holding.
Wellesley Investment Partners first reported a position in Broadcom in Q2 2018 and has held it in 10 quarters since.
Wellesley Investment Partners's Broadcom position peaked at $1.17M in Q1 2019.
1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.