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Financial Advocates Investment Management’s Broadcom AVGO Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-10,503
Closed -$2.89M – 133
2025
Q2 		$2.89M Sell
10,503
-9,463
-47% -$2.05M 0.24% 98
2025
Q1 		$3.34M Buy
19,966
+457
+2% +$96.7K 0.23% 96
2024
Q4 		$4.52M Buy
19,509
+1,788
+10% +$331K 0.26% 85
2024
Q3 		$3.06M Buy
17,721
+1,991
+13% +$319K 0.17% 125
2024
Q2 		$2.53M Sell
15,730
-6,270
-29% -$879K 0.16% 146
2024
Q1 		$2.92M Buy
22,000
+2,930
+15% +$363K 0.17% 134
2023
Q4 		$2.13M Buy
19,070
+1,180
+7% +$112K 0.14% 166
2023
Q3 		$1.49M Buy
17,890
+6,980
+64% +$605K 0.11% 209
2023
Q2 		$946K Sell
10,910
-1,160
-10% -$82.7K 0.07% 280
2023
Q1 		$774K Buy
12,070
+2,620
+28% +$158K 0.06% 335
2022
Q4 		$528K Sell
9,450
-2,980
-24% -$149K 0.04% 438
2022
Q3 		$413K Sell
12,430
-26,410
-68% -$1.35M 0.03% 459
2022
Q2 		$1.89M Sell
38,840
-5,240
-12% -$294K 0.15% 162
2022
Q1 		$2.78M Buy
44,080
+34,230
+348% +$2.03M 0.18% 129
2021
Q4 		$656K Sell
9,850
-1,310
-12% -$73.6K 0.04% 422
2021
Q3 		$541K Sell
11,160
-14,450
-56% -$703K 0.04% 461
2021
Q2 		$1.22M Buy
25,610
+880
+4% +$40.8K 0.08% 284
2021
Q1 		$1.15M Buy
24,730
+1,340
+6% +$62K 0.08% 283
2020
Q4 		$1.02M Buy
23,390
+1,270
+6% +$49.5K 0.07% 298
2020
Q3 		$806K Sell
22,120
-1,010
-4% -$33.8K 0.07% 287
2020
Q2 		$730K Sell
23,130
-1,230
-5% -$34.4K 0.07% 293
2020
Q1 		$578K Buy
24,360
+820
+3% +$23.1K 0.08% 253
2019
Q4 		$744K Buy
23,540
+590
+3% +$17.9K 0.08% 245
2019
Q3 		$634K Buy
22,950
+40
+0.2% +$1.14K 0.07% 258
2019
Q2 		$659K Sell
22,910
-90
-0.4% -$2.62K 0.08% 234
2019
Q1 		$692K Sell
23,000
-1,100
-5% -$29.8K 0.09% 223
2018
Q4 		$613K Sell
24,100
-2,400
-9% -$56.6K 0.08% 219
2018
Q3 		$654K Buy
26,500
+4,480
+20% +$100K 0.07% 243
2018
Q2 		$533K Buy
22,020
+1,870
+9% +$45.8K 0.06% 260
2018
Q1 		$475K Buy
+20,150
New +$507K 0.06% 261

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.56T 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's AVGO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Broadcom (AVGO) in Q3 2025, closing a stake of 10,503 shares — an estimated $2.89M sold.

Financial Advocates Investment Management first reported a position in AVGO in Q1 2018 and held it in 30 quarters. The position peaked at $4.52M in Q4 2024. 4,293 funds tracked by Wall St. Rank hold AVGO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Broadcom position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,503 Broadcom shares in Q3 2025, an estimated $2.89M.
  • Financial Advocates Investment Management first reported a position in Broadcom in Q1 2018 and held it in 30 quarters.
  • Financial Advocates Investment Management's Broadcom position peaked at $4.52M in Q4 2024.
  • 4,293 funds tracked by Wall St. Rank held Broadcom as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.