Life Planning Partners’s Broadcom AVGO Stock Holding History

Life Planning Partners’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
2024 Q1	–	Sell	-60	Closed	-$6.7K	–	78
2023 Q4	$6.7K	Buy	+60	New	+$5.68K	0.01%	169

Other funds holding AVGO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Planning Partners's AVGO Position: Q1 2024 in Review

Life Planning Partners sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 60 shares — an estimated $6.7K sold.

Life Planning Partners first reported a position in AVGO in Q4 2023 and held it in 1 quarter. The position peaked at $6.7K in Q4 2023. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

Life Planning Partners reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 60 Broadcom shares in Q1 2024, an estimated $6.7K.
Life Planning Partners first reported a position in Broadcom in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Broadcom position peaked at $6.7K in Q4 2023.
3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.