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Planning Capital Management Corporation’s Broadcom AVGO Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.17M Buy
6,769
+3,189
+89% +$511K 0.77% 34
2024
Q2 		$576K Buy
3,580
+2,570
+254% +$360K 0.41% 46
2024
Q1 		$134K Sell
1,010
-40
-4% -$4.96K 0.1% 110
2023
Q4 		$117K Buy
+1,050
New +$99.4K 0.09% 120

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 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Capital Management Corporation's AVGO Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Broadcom (AVGO) stake by 89% in Q3 2024, buying an estimated $511K and bringing the position to 6,769 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #34.

Planning Capital Management Corporation first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. 3,409 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • Planning Capital Management Corporation held 6,769 shares of Broadcom worth $1.17M as of Q3 2024.
  • Planning Capital Management Corporation bought 3,189 Broadcom shares in Q3 2024, an estimated $511K.
  • Broadcom made up 0.77% of Planning Capital Management Corporation's portfolio in Q3 2024, its #34 holding.
  • Planning Capital Management Corporation first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • 3,409 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.