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Okabena Investment Services’s Broadcom AVGO Stock Holding History

Okabena Investment Services’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
-864
Closed -$200K – 126
2024
Q4 		$200K Buy
+864
New +$160K 0.06% 115
2023
Q2 		– Sell
-1,090
Closed -$9.68K – 160
2023
Q1 		$9.68K Buy
+1,090
New +$65.6K 0.01% 99

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

Okabena Investment Services's AVGO Position: Q1 2025 in Review

Okabena Investment Services sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 864 shares — an estimated $200K sold.

Okabena Investment Services first reported a position in AVGO in Q1 2023 and held it in 2 quarters. The position peaked at $200K in Q4 2024. 3,816 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Okabena Investment Services reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • Okabena Investment Services sold 864 Broadcom shares in Q1 2025, an estimated $200K.
  • Okabena Investment Services first reported a position in Broadcom in Q1 2023 and held it in 2 quarters.
  • Okabena Investment Services's Broadcom position peaked at $200K in Q4 2024.
  • 3,816 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Okabena Investment Services's 13F filing for Q1 2025, filed 14 May 2025.