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Safeguard Financial’s Broadcom AVGO Stock Holding History

Safeguard 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 		$318K Sell
1,900
-264
-12% -$55.9K 0.07% 82
2024
Q4 		$502K Sell
2,164
-752
-26% -$139K 0.11% 67
2024
Q3 		$503K Buy
2,916
+696
+31% +$112K 0.12% 64
2024
Q2 		$356K Buy
+2,220
New +$311K 0.1% 75
2023
Q3 		– Sell
-870
Closed -$75K – 104
2023
Q2 		$75K Buy
+870
New +$62K 0.04% 119

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

Safeguard Financial's AVGO Position: Q1 2025 in Review

Safeguard Financial reduced its Broadcom (AVGO) stake by 12% in Q1 2025, selling an estimated $55.9K and leaving 1,900 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #82.

Safeguard Financial first reported a position in AVGO in Q2 2023 and has held it in 5 quarters since. The position peaked at $503K in Q3 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Safeguard Financial held 1,900 shares of Broadcom worth $318K as of Q1 2025.
  • Safeguard Financial sold 264 Broadcom shares in Q1 2025, an estimated $55.9K.
  • Broadcom made up 0.07% of Safeguard Financial's portfolio in Q1 2025, its #82 holding.
  • Safeguard Financial first reported a position in Broadcom in Q2 2023 and has held it in 5 quarters since.
  • Safeguard Financial's Broadcom position peaked at $503K in Q3 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.