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Concourse Financial Group Securities’s Broadcom AVGO Stock Holding History

Concourse Financial Group Securities’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
-22,342
Closed -$5.38M – 152
2024
Q4 		$5.38M Sell
22,342
-2,239
-9% -$414K 0.3% 77
2024
Q3 		$4.24M Buy
24,581
+371
+2% +$59.5K 0.25% 95
2024
Q2 		$3.89M Buy
24,210
+3,160
+15% +$443K 0.24% 97
2024
Q1 		$2.8M Buy
21,050
+3,990
+23% +$494K 0.18% 125
2023
Q4 		$1.9M Buy
17,060
+1,980
+13% +$187K 0.14% 162
2023
Q3 		$1.25M Buy
15,080
+1,250
+9% +$108K 0.1% 207
2023
Q2 		$1.2M Buy
13,830
+430
+3% +$30.7K 0.09% 223
2023
Q1 		$860K Buy
13,400
+1,240
+10% +$74.6K 0.07% 296
2022
Q4 		$680K Buy
12,160
+2,030
+20% +$102K 0.06% 344
2022
Q3 		$450K Hold
10,130
– – 0.04% 375
2022
Q2 		$492K Buy
10,130
+1,500
+17% +$84.2K 0.04% 397
2022
Q1 		$543K Sell
8,630
-960
-10% -$57K 0.04% 405
2021
Q4 		$638K Sell
9,590
-170
-2% -$9.56K 0.04% 433
2021
Q3 		$473K Buy
9,760
+490
+5% +$23.8K 0.03% 480
2021
Q2 		$442K Buy
9,270
+2,600
+39% +$120K 0.03% 481
2021
Q1 		$309K Sell
6,670
-1,690
-20% -$78.2K 0.02% 541
2020
Q4 		$366K Buy
8,360
+380
+5% +$14.8K 0.03% 441
2020
Q3 		$291K Hold
7,980
– – 0.03% 450
2020
Q2 		$252K Buy
7,980
+400
+5% +$11.2K 0.02% 448
2020
Q1 		$180K Buy
7,580
+3,090
+69% +$87.1K 0.02% 489
2019
Q4 		$142K Buy
4,490
+2,300
+105% +$69.8K 0.01% 599
2019
Q3 		$61K Sell
2,190
-730
-25% -$20.8K 0.02% 559
2019
Q2 		$85K Buy
2,920
+570
+24% +$16.6K 0.01% 698
2019
Q1 		$70K Buy
2,350
+350
+18% +$9.49K 0.01% 764
2018
Q4 		$50K Buy
2,000
+1,670
+506% +$39.4K 0.01% 813
2018
Q3 		$8K Buy
+330
New +$7.4K ﹤0.01% 1194

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

Concourse Financial Group Securities's AVGO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 22,342 shares — an estimated $5.38M sold.

Concourse Financial Group Securities first reported a position in AVGO in Q3 2018 and held it in 26 quarters. The position peaked at $5.38M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 22,342 Broadcom shares in Q1 2025, an estimated $5.38M.
  • Concourse Financial Group Securities first reported a position in Broadcom in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Broadcom position peaked at $5.38M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.