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Willingdon Wealth Management’s Broadcom AVGO Stock Holding History

Willingdon Wealth Management’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
Q4 		– Sell
-180
Closed -$5K – 386
2019
Q3 		$5K Buy
+180
New +$5.12K ﹤0.01% 272

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Willingdon Wealth Management's AVGO Position: Q4 2019 in Review

Willingdon Wealth Management sold out of Broadcom (AVGO) in Q4 2019, closing a stake of 180 shares — an estimated $5K sold.

Willingdon Wealth Management first reported a position in AVGO in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 1,352 funds tracked by Wall St. Rank hold AVGO as of Q4 2019.

  • Willingdon Wealth Management reported no remaining Broadcom position as of Q4 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 180 Broadcom shares in Q4 2019, an estimated $5K.
  • Willingdon Wealth Management first reported a position in Broadcom in Q3 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Broadcom position peaked at $5K in Q3 2019.
  • 1,352 funds tracked by Wall St. Rank held Broadcom as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.