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Williams Jones & Associates’s Broadcom AVGO Stock Holding History

Williams Jones & Associates’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
Q2 		$312K Sell
10,850
-5,100
-32% -$149K 0.01% 317
2019
Q1 		$480K Buy
15,950
+630
+4% +$17.1K 0.01% 276
2018
Q4 		$390K Buy
+15,320
New +$362K 0.01% 282
2017
Q2 		– Sell
-16,000
Closed -$350K – 420
2017
Q1 		$350K Buy
+16,000
New +$329K 0.01% 322

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Williams Jones & Associates's AVGO Position: Q2 2019 in Review

Williams Jones & Associates reduced its Broadcom (AVGO) stake by 32% in Q2 2019, selling an estimated $149K and leaving 10,850 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #317.

Williams Jones & Associates first reported a position in AVGO in Q1 2017 and has held it in 4 quarters since. The position peaked at $480K in Q1 2019. 1,243 funds tracked by Wall St. Rank hold AVGO as of Q2 2019.

  • Williams Jones & Associates held 10,850 shares of Broadcom worth $312K as of Q2 2019.
  • Williams Jones & Associates sold 5,100 Broadcom shares in Q2 2019, an estimated $149K.
  • Broadcom made up 0.01% of Williams Jones & Associates's portfolio in Q2 2019, its #317 holding.
  • Williams Jones & Associates first reported a position in Broadcom in Q1 2017 and has held it in 4 quarters since.
  • Williams Jones & Associates's Broadcom position peaked at $480K in Q1 2019.
  • 1,243 funds tracked by Wall St. Rank held Broadcom as of Q2 2019.

Based on Williams Jones & Associates's 13F filing for Q2 2019, filed 14 Aug 2019.