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Sterling Financial Planning’s Broadcom AVGO Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-140
Closed -$7K – 119
2021
Q3 		$7K Hold
140
– – ﹤0.01% 342
2021
Q2 		$7K Hold
140
– – ﹤0.01% 322
2021
Q1 		$6K Hold
140
– – ﹤0.01% 301
2020
Q4 		$6K Buy
+140
New +$5.46K ﹤0.01% 285

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

Sterling Financial Planning's AVGO Position: Q4 2021 in Review

Sterling Financial Planning sold out of Broadcom (AVGO) in Q4 2021, closing a stake of 140 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in AVGO in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold AVGO as of Q4 2021.

  • Sterling Financial Planning reported no remaining Broadcom position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 140 Broadcom shares in Q4 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in Broadcom in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Broadcom position peaked at $7K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Broadcom as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.