WA
AVGO icon

WFG Advisors’s Broadcom AVGO Stock Holding History

WFG 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
2017
Q2 		$75K Buy
3,200
+700
+28% +$16.2K 0.02% 599
2017
Q1 		$55K Sell
2,500
-3,500
-58% -$72.1K 0.01% 633
2016
Q4 		$106K Hold
6,000
– – 0.03% 507
2016
Q3 		$104K Hold
6,000
– – 0.03% 507
2016
Q2 		$93K Hold
6,000
– – 0.02% 513
2016
Q1 		$93K Buy
+6,000
New +$81.1K 0.03% 486
2015
Q4 		– Sell
-6,000
Closed -$75K – 1566
2015
Q3 		$75K Hold
6,000
– – 0.02% 528
2015
Q2 		$80K Hold
6,000
– – 0.02% 594
2015
Q1 		$76K Hold
6,000
– – 0.02% 613
2014
Q4 		$60K Buy
+6,000
New +$53.6K 0.01% 810

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return