Asset Planning Services (Pennsylvania)’s Broadcom AVGO Stock Holding History

Asset Planning Services (Pennsylvania)’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	-550	Closed	-$15K	–	85
2019 Q3	$15K	Hold	550	–	–	0.01%	182
2019 Q2	$16K	Hold	550	–	–	0.01%	175
2019 Q1	$17K	Hold	550	–	–	0.01%	171
2018 Q4	$14K	Hold	550	–	–	0.01%	180
2018 Q3	$13K	Hold	550	–	–	0.01%	187
2018 Q2	$13K	Hold	550	–	–	0.01%	183
2018 Q1	$13K	Hold	550	–	–	0.01%	187
2017 Q4	$14K	Hold	550	–	–	0.01%	186
2017 Q3	$13K	Hold	550	–	–	0.01%	211
2017 Q2	$13K	Hold	550	–	–	0.01%	204
2017 Q1	$12K	Hold	550	–	–	0.01%	210
2016 Q4	$10K	Hold	550	–	–	0.01%	198
2016 Q3	$9K	Hold	550	–	–	0.01%	194
2016 Q2	$9K	Hold	550	–	–	0.01%	200
2016 Q1	$8K	Buy	+550	New	+$7.44K	0.01%	201

Other funds holding AVGO

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AVGO Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Broadcom (AVGO) in Q4 2019, closing a stake of 550 shares — an estimated $15K sold.

Asset Planning Services (Pennsylvania) first reported a position in AVGO in Q1 2016 and held it in 15 quarters. The position peaked at $17K in Q1 2019. 1,353 funds tracked by Wall St. Rank hold AVGO as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Broadcom position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 550 Broadcom shares in Q4 2019, an estimated $15K.
Asset Planning Services (Pennsylvania) first reported a position in Broadcom in Q1 2016 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s Broadcom position peaked at $17K in Q1 2019.
1,353 funds tracked by Wall St. Rank held Broadcom as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.