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Legacy Wealth Partners (California)’s Broadcom AVGO Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		– Sell
-31,510
Closed -$1.46M – 92
2021
Q1 		$1.46M Sell
31,510
-40
-0.1% -$1.85K 0.86% 20
2020
Q4 		$1.38M Buy
31,550
+2,300
+8% +$89.7K 0.87% 24
2020
Q3 		$1.07M Buy
29,250
+5,810
+25% +$195K 0.75% 26
2020
Q2 		$740K Buy
+23,440
New +$656K 0.56% 37

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Legacy Wealth Partners (California)'s AVGO Position: Q2 2021 in Review

Legacy Wealth Partners (California) sold out of Broadcom (AVGO) in Q2 2021, closing a stake of 31,510 shares — an estimated $1.46M sold.

Legacy Wealth Partners (California) first reported a position in AVGO in Q2 2020 and held it in 4 quarters. The position peaked at $1.46M in Q1 2021. 1,722 funds tracked by Wall St. Rank hold AVGO as of Q2 2021.

  • Legacy Wealth Partners (California) reported no remaining Broadcom position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 31,510 Broadcom shares in Q2 2021, an estimated $1.46M.
  • Legacy Wealth Partners (California) first reported a position in Broadcom in Q2 2020 and held it in 4 quarters.
  • Legacy Wealth Partners (California)'s Broadcom position peaked at $1.46M in Q1 2021.
  • 1,722 funds tracked by Wall St. Rank held Broadcom as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.