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FFT Wealth Management’s Broadcom AVGO Stock Holding History

FFT Wealth 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
-3,594
Closed -$833K – 115
2024
Q4 		$833K Buy
3,594
+1,051
+41% +$194K 0.06% 65
2024
Q3 		$439K Buy
+2,543
New +$408K 0.03% 97
2021
Q4 		– Sell
-8,180
Closed -$397K – 65
2021
Q3 		$397K Buy
8,180
+60
+0.7% +$2.92K 0.04% 57
2021
Q2 		$387K Buy
+8,120
New +$376K 0.09% 34

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

FFT Wealth Management's AVGO Position: Q1 2025 in Review

FFT Wealth Management sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 3,594 shares — an estimated $833K sold.

FFT Wealth Management first reported a position in AVGO in Q2 2021 and held it in 4 quarters. The position peaked at $833K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • FFT Wealth Management reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 3,594 Broadcom shares in Q1 2025, an estimated $833K.
  • FFT Wealth Management first reported a position in Broadcom in Q2 2021 and held it in 4 quarters.
  • FFT Wealth Management's Broadcom position peaked at $833K in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.