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Schechter Investment Advisors’s Broadcom AVGO Stock Holding History

Schechter Investment Advisors’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 		$4.3M Sell
25,661
-7,554
-23% -$1.6M 0.35% 58
2024
Q4 		$7.7M Sell
33,215
-2,420
-7% -$448K 0.59% 28
2024
Q3 		$6.15M Buy
35,635
+385
+1% +$61.7K 0.45% 43
2024
Q2 		$5.66M Sell
35,250
-1,640
-4% -$230K 0.43% 47
2024
Q1 		$4.89M Buy
36,890
+4,800
+15% +$595K 0.37% 49
2023
Q4 		$3.58M Sell
32,090
-830
-3% -$78.6K 0.31% 60
2023
Q3 		$2.73M Sell
32,920
-440
-1% -$38.1K 0.26% 67
2023
Q2 		$2.89M Sell
33,360
-10
-0% -$713 0.26% 71
2023
Q1 		$2.14M Buy
33,370
+3,200
+11% +$193K 0.2% 99
2022
Q4 		$1.69M Buy
30,170
+4,280
+17% +$215K 0.15% 147
2022
Q3 		$1.15M Buy
25,890
+5,770
+29% +$295K 0.11% 232
2022
Q2 		$977K Sell
20,120
-3,850
-16% -$216K 0.1% 294
2022
Q1 		$1.51M Buy
23,970
+7,790
+48% +$463K 0.14% 168
2021
Q4 		$1.08M Buy
+16,180
New +$909K 0.1% 277

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

Schechter Investment Advisors's AVGO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Broadcom (AVGO) stake by 23% in Q1 2025, selling an estimated $1.6M and leaving 25,661 shares worth $4.3M. The position accounts for 0.35% of the portfolio, ranked #58.

Schechter Investment Advisors first reported a position in AVGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.7M in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Schechter Investment Advisors held 25,661 shares of Broadcom worth $4.3M as of Q1 2025.
  • Schechter Investment Advisors sold 7,554 Broadcom shares in Q1 2025, an estimated $1.6M.
  • Broadcom made up 0.35% of Schechter Investment Advisors's portfolio in Q1 2025, its #58 holding.
  • Schechter Investment Advisors first reported a position in Broadcom in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Broadcom position peaked at $7.7M in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.