Alpha DNA Investment Management’s Broadcom AVGO Stock Holding History

Alpha DNA Investment Management’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
2025 Q1	–	Sell	-6,618	Closed	-$1.53M	–	26
2024 Q4	$1.53M	Sell	6,618 -322	-5%	-$59.6K	0.58%	36
2024 Q3	$1.2M	Buy	6,940 +1,170	+20%	+$188K	0.45%	39
2024 Q2	$926K	Buy	5,770 +1,300	+29%	+$182K	0.36%	58
2024 Q1	$592K	Sell	4,470 -1,110	-20%	-$138K	0.22%	106
2023 Q4	$623K	Buy	5,580 +1,740	+45%	+$165K	0.24%	76
2023 Q3	$319K	Buy	3,840 +1,200	+45%	+$104K	0.13%	147
2023 Q2	$229K	Buy	+2,640	New	+$188K	0.08%	141
2022 Q3	–	Sell	-24,320	Closed	-$1.18M	–	154
2022 Q2	$1.18M	Buy	24,320 +850	+4%	+$47.7K	1.01%	16
2022 Q1	$1.48M	Sell	23,470 -3,880	-14%	-$230K	1.04%	8
2021 Q4	$1.82M	Buy	+27,350	New	+$1.54M	1.15%	25
2021 Q3	–	Sell	-35,070	Closed	-$1.67M	–	106
2021 Q2	$1.67M	Buy	35,070 +16,690	+91%	+$773K	1.14%	21
2021 Q1	$851K	Buy	18,380 +17,470	+1,920%	+$808K	0.98%	22
2020 Q4	$39K	Buy	+910	New	+$35.5K	0.04%	200

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha DNA Investment Management's AVGO Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 6,618 shares — an estimated $1.53M sold.

Alpha DNA Investment Management first reported a position in AVGO in Q4 2020 and held it in 13 quarters. The position peaked at $1.82M in Q4 2021. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Alpha DNA Investment Management reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 6,618 Broadcom shares in Q1 2025, an estimated $1.53M.
Alpha DNA Investment Management first reported a position in Broadcom in Q4 2020 and held it in 13 quarters.
Alpha DNA Investment Management's Broadcom position peaked at $1.82M in Q4 2021.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.