AWA
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AmeriServ Wealth Advisors’s Broadcom AVGO Stock Holding History

AmeriServ Wealth Advisors’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
-925
Closed -$214K – 63
2024
Q4 		$214K Buy
+925
New +$171K 0.12% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AmeriServ Wealth Advisors's AVGO Position: Q1 2025 in Review

AmeriServ Wealth Advisors sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 925 shares — an estimated $214K sold.

AmeriServ Wealth Advisors first reported a position in AVGO in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • AmeriServ Wealth Advisors reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 925 Broadcom shares in Q1 2025, an estimated $214K.
  • AmeriServ Wealth Advisors first reported a position in Broadcom in Q4 2024 and held it in 1 quarter.
  • AmeriServ Wealth Advisors's Broadcom position peaked at $214K in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.