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WR Wealth Planners’s Broadcom AVGO Stock Holding History

WR Wealth Planners’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
Q4 		$229K Sell
986
-264
-21% -$48.8K 0.07% 143
2024
Q3 		$216K Buy
1,250
+40
+3% +$6.41K 0.06% 169
2024
Q2 		$194K Buy
1,210
+190
+19% +$26.6K 0.06% 174
2024
Q1 		$135K Buy
+1,020
New +$126K 0.04% 221
2023
Q4 		– Sell
-810
Closed -$67K – 230
2023
Q3 		$67K Sell
810
-120
-13% -$10.4K 0.03% 289
2023
Q2 		$80.4K Buy
930
+230
+33% +$16.4K 0.03% 268
2023
Q1 		$44.7K Buy
700
+380
+119% +$22.9K 0.02% 334
2022
Q4 		$17.7K Hold
320
– – 0.01% 223
2022
Q3 		$14.1K Hold
320
– – 0.01% 227
2022
Q2 		$15.4K Hold
320
– – 0.01% 249
2022
Q1 		$20K Buy
+320
New +$19K 0.01% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's AVGO Position: Q4 2024 in Review

WR Wealth Planners reduced its Broadcom (AVGO) stake by 21% in Q4 2024, selling an estimated $48.8K and leaving 986 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #143.

WR Wealth Planners first reported a position in AVGO in Q1 2022 and has held it in 11 quarters since. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • WR Wealth Planners held 986 shares of Broadcom worth $229K as of Q4 2024.
  • WR Wealth Planners sold 264 Broadcom shares in Q4 2024, an estimated $48.8K.
  • Broadcom made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #143 holding.
  • WR Wealth Planners first reported a position in Broadcom in Q1 2022 and has held it in 11 quarters since.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.