Conquis Financial’s Broadcom AVGO Stock Holding History

Conquis Financial’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	-37	Closed	-$8.58K	–	76
2024 Q4	$8.58K	Buy	+37	New	+$6.84K	0.01%	83

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

Conquis Financial's AVGO Position: Q1 2025 in Review

Conquis Financial sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 37 shares — an estimated $8.58K sold.

Conquis Financial first reported a position in AVGO in Q4 2024 and held it in 1 quarter. The position peaked at $8.58K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Conquis Financial reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 37 Broadcom shares in Q1 2025, an estimated $8.58K.
Conquis Financial first reported a position in Broadcom in Q4 2024 and held it in 1 quarter.
Conquis Financial's Broadcom position peaked at $8.58K in Q4 2024.
3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.