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Lighthouse Financial Advisors’s Broadcom AVGO Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-150
Closed -$4K – 83
2019
Q4 		$4K Buy
+150
New +$4.55K ﹤0.01% 221

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Lighthouse Financial Advisors's AVGO Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Broadcom (AVGO) in Q1 2020, closing a stake of 150 shares — an estimated $4K sold.

Lighthouse Financial Advisors first reported a position in AVGO in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 1,297 funds tracked by Wall St. Rank hold AVGO as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Broadcom position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 150 Broadcom shares in Q1 2020, an estimated $4K.
  • Lighthouse Financial Advisors first reported a position in Broadcom in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Broadcom position peaked at $4K in Q4 2019.
  • 1,297 funds tracked by Wall St. Rank held Broadcom as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.