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Paragon Wealth Strategies’s Broadcom AVGO Stock Holding History

Paragon Wealth Strategies’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
Q1 		– Sell
-610
Closed -$33.9K – 52
2022
Q4 		$33.9K Hold
610
– – 0.04% 80
2022
Q3 		$27K Buy
+610
New +$31.2K 0.03% 62

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Wealth Strategies's AVGO Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Broadcom (AVGO) in Q1 2023, closing a stake of 610 shares — an estimated $33.9K sold.

Paragon Wealth Strategies first reported a position in AVGO in Q3 2022 and held it in 2 quarters. The position peaked at $33.9K in Q4 2022. 2,201 funds tracked by Wall St. Rank hold AVGO as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Broadcom position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 610 Broadcom shares in Q1 2023, an estimated $33.9K.
  • Paragon Wealth Strategies first reported a position in Broadcom in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's Broadcom position peaked at $33.9K in Q4 2022.
  • 2,201 funds tracked by Wall St. Rank held Broadcom as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.