CPFP
AVGO icon

Clear Perspectives Financial Planning’s Broadcom AVGO Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-310
Closed -$17.3K – 201
2022
Q4 		$17.3K Buy
+310
New +$15.5K 0.01% 128

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Perspectives Financial Planning's AVGO Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 310 shares — an estimated $17.3K sold.

Clear Perspectives Financial Planning first reported a position in AVGO in Q4 2022 and held it in 1 quarter. The position peaked at $17.3K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 310 Broadcom shares in Q1 2023, an estimated $17.3K.
  • Clear Perspectives Financial Planning first reported a position in Broadcom in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Broadcom position peaked at $17.3K in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.