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Zimmermann Investment Management & Planning’s Broadcom AVGO Stock Holding History

Zimmermann Investment Management & 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
2024
Q4 		– Sell
-15,964
Closed -$2.75M – 14
2024
Q3 		$2.75M Sell
15,964
-1,586
-9% -$254K 0.84% 32
2024
Q2 		$2.82M Buy
17,550
+680
+4% +$95.3K 0.94% 31
2024
Q1 		$2.24M Buy
16,870
+860
+5% +$107K 0.81% 37
2023
Q4 		$1.79M Buy
16,010
+1,940
+14% +$184K 0.73% 37
2023
Q3 		$1.17M Buy
14,070
+180
+1% +$15.6K 0.56% 47
2023
Q2 		$1.2M Buy
13,890
+220
+2% +$15.7K 0.56% 42
2023
Q1 		$877K Buy
13,670
+2,230
+19% +$134K 0.46% 49
2022
Q4 		$640K Buy
11,440
+1,460
+15% +$73.2K 0.37% 48
2022
Q3 		$443K Buy
9,980
+90
+0.9% +$4.6K 0.28% 55
2022
Q2 		$480K Sell
9,890
-390
-4% -$21.9K 0.33% 62
2022
Q1 		$647K Hold
10,280
– – 0.38% 52
2021
Q4 		$684K Buy
+10,280
New +$578K 0.38% 48

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

Zimmermann Investment Management & Planning's AVGO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 15,964 shares — an estimated $2.75M sold.

Zimmermann Investment Management & Planning first reported a position in AVGO in Q4 2021 and held it in 12 quarters. The position peaked at $2.82M in Q2 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 15,964 Broadcom shares in Q4 2024, an estimated $2.75M.
  • Zimmermann Investment Management & Planning first reported a position in Broadcom in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Broadcom position peaked at $2.82M in Q2 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.