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Personal Wealth Partners’s Broadcom AVGO Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-100
Closed -$5K – 102
2021
Q2 		$5K Buy
+100
New +$4.63K ﹤0.01% 311
2020
Q1 		– Sell
-10
Closed – – 104
2019
Q4 		$0 Hold
10
– – ﹤0.01% 511
2019
Q3 		$0 Buy
+10
New +$284 ﹤0.01% 523

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

Personal Wealth Partners's AVGO Position: Q3 2021 in Review

Personal Wealth Partners sold out of Broadcom (AVGO) in Q3 2021, closing a stake of 100 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in AVGO in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 1,754 funds tracked by Wall St. Rank hold AVGO as of Q3 2021.

  • Personal Wealth Partners reported no remaining Broadcom position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 100 Broadcom shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Broadcom in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Broadcom position peaked at $5K in Q2 2021.
  • 1,754 funds tracked by Wall St. Rank held Broadcom as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.