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Vahanian & Associates Financial Planning’s Broadcom AVGO Stock Holding History

Vahanian & Associates 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
2022
Q1 		– Sell
-7,100
Closed -$472K – 70
2021
Q4 		$472K Buy
+7,100
New +$399K 0.38% 72

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Vahanian & Associates Financial Planning's AVGO Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Broadcom (AVGO) in Q1 2022, closing a stake of 7,100 shares — an estimated $472K sold.

Vahanian & Associates Financial Planning first reported a position in AVGO in Q4 2021 and held it in 1 quarter. The position peaked at $472K in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Broadcom position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 7,100 Broadcom shares in Q1 2022, an estimated $472K.
  • Vahanian & Associates Financial Planning first reported a position in Broadcom in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Broadcom position peaked at $472K in Q4 2021.
  • 2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.