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First Trust Investment Solutions’s Broadcom AVGO Stock Holding History

First Trust Investment 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
2024
Q3 		$9.45M Buy
54,756
+43,866
+403% +$7.03M 1.06% 16
2024
Q2 		$1.75M Buy
10,890
+1,020
+10% +$143K 0.25% 100
2024
Q1 		$1.31M Buy
9,870
+3,870
+65% +$479K 0.23% 83
2023
Q4 		$670K Buy
+6,000
New +$568K 0.14% 109

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Investment Solutions's AVGO Position: Q3 2024 in Review

First Trust Investment Solutions increased its Broadcom (AVGO) stake by 403% in Q3 2024, buying an estimated $7.03M and bringing the position to 54,756 shares worth $9.45M. The position accounts for 1.06% of the portfolio, ranked #16.

First Trust Investment Solutions first reported a position in AVGO in Q4 2023 and has held it in 4 quarters since. 3,408 funds tracked by Wall St. Rank hold AVGO as of Q3 2024.

  • First Trust Investment Solutions held 54,756 shares of Broadcom worth $9.45M as of Q3 2024.
  • First Trust Investment Solutions bought 43,866 Broadcom shares in Q3 2024, an estimated $7.03M.
  • Broadcom made up 1.06% of First Trust Investment Solutions's portfolio in Q3 2024, its #16 holding.
  • First Trust Investment Solutions first reported a position in Broadcom in Q4 2023 and has held it in 4 quarters since.
  • 3,408 funds tracked by Wall St. Rank held Broadcom as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.