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Silver Oak Wealth Advisors Services’s Broadcom AVGO Stock Holding History

Silver Oak Wealth Advisors 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
-510
Closed -$377K – 33
2024
Q4 		$377K Buy
+510
New +$94.3K 0.33% 24

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

Silver Oak Wealth Advisors Services's AVGO Position: Q1 2025 in Review

Silver Oak Wealth Advisors Services sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 510 shares — an estimated $377K sold.

Silver Oak Wealth Advisors Services first reported a position in AVGO in Q4 2024 and held it in 1 quarter. The position peaked at $377K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

  • Silver Oak Wealth Advisors Services reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Wealth Advisors Services sold 510 Broadcom shares in Q1 2025, an estimated $377K.
  • Silver Oak Wealth Advisors Services first reported a position in Broadcom in Q4 2024 and held it in 1 quarter.
  • Silver Oak Wealth Advisors Services's Broadcom position peaked at $377K in Q4 2024.
  • 3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2025, filed 28 Apr 2025.