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Lehman & Derafelo Financial Resources’s Broadcom AVGO Stock Holding History

Lehman & Derafelo Financial Resources’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
Q3 		– Sell
-4,900
Closed -$234K – 199
2021
Q2 		$234K Buy
4,900
+100
+2% +$4.63K 0.06% 106
2021
Q1 		$223K Hold
4,800
– – 0.06% 112
2020
Q4 		$210K Buy
+4,800
New +$187K 0.06% 114

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

Lehman & Derafelo Financial Resources's AVGO Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Broadcom (AVGO) in Q3 2021, closing a stake of 4,900 shares — an estimated $234K sold.

Lehman & Derafelo Financial Resources first reported a position in AVGO in Q4 2020 and held it in 3 quarters. The position peaked at $234K in Q2 2021. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Broadcom position as of Q3 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 4,900 Broadcom shares in Q3 2021, an estimated $234K.
  • Lehman & Derafelo Financial Resources first reported a position in Broadcom in Q4 2020 and held it in 3 quarters.
  • Lehman & Derafelo Financial Resources's Broadcom position peaked at $234K in Q2 2021.
  • 1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.