Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Broadcom AVGO Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-50
Closed -$4.15K – 64
2023
Q3 		$4.15K Buy
+50
New +$4.33K ﹤0.01% 405

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Capital Research Global Investors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AVGO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Broadcom (AVGO) in Q4 2023, closing a stake of 50 shares — an estimated $4.15K sold.

Legacy Financial Group (Iowa) first reported a position in AVGO in Q3 2023 and held it in 1 quarter. The position peaked at $4.15K in Q3 2023. 2,874 funds tracked by Wall St. Rank hold AVGO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Broadcom position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 50 Broadcom shares in Q4 2023, an estimated $4.15K.
  • Legacy Financial Group (Iowa) first reported a position in Broadcom in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Broadcom position peaked at $4.15K in Q3 2023.
  • 2,874 funds tracked by Wall St. Rank held Broadcom as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.