Atria Wealth Solutions’s Broadcom AVGO Stock Holding History

Atria Wealth Solutions’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 Q2	$19M	Sell	68,993 -77,108	-53%	-$16.7M	0.43%	41
2025 Q1	$24.5M	Sell	146,101 -6,116	-4%	-$1.29M	0.29%	69
2024 Q4	$35.3M	Sell	152,217 -18,990	-11%	-$3.51M	0.39%	46
2024 Q3	$29.5M	Sell	171,207 -5,283	-3%	-$847K	0.32%	56
2024 Q2	$28.3M	Buy	176,490 +5,780	+3%	+$810K	0.31%	54
2024 Q1	$22.7M	Sell	170,710 -5,500	-3%	-$681K	0.26%	83
2023 Q4	$19.7M	Buy	176,210 +6,910	+4%	+$654K	0.25%	87
2023 Q3	$14.1M	Buy	169,300 +22,110	+15%	+$1.92M	0.2%	111
2023 Q2	$12.8M	Sell	147,190 -1,390	-0.9%	-$99.1K	0.17%	125
2023 Q1	$9.53M	Sell	148,580 -4,550	-3%	-$274K	0.14%	153
2022 Q4	$8.56M	Buy	153,130 +10,690	+8%	+$536K	0.14%	162
2022 Q3	$6.32M	Buy	142,440 +2,740	+2%	+$140K	0.11%	192
2022 Q2	$6.79M	Buy	139,700 +32,240	+30%	+$1.81M	0.14%	175
2022 Q1	$6.77M	Buy	+107,460	New	+$6.38M	0.11%	193

Other funds holding AVGO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return