Smith Anglin Financial’s Broadcom AVGO Stock Holding History

Smith Anglin 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 Q2	$1.23M	Sell	4,478 -172	-4%	-$37.3K	0.11%	76
2025 Q1	$779K	Buy	4,650 +416	+10%	+$88K	0.08%	93
2024 Q4	$982K	Sell	4,234 -783	-16%	-$145K	0.09%	79
2024 Q3	$865K	Buy	5,017 +1,217	+32%	+$195K	0.08%	82
2024 Q2	$610K	Sell	3,800 -190	-5%	-$26.6K	0.06%	91
2024 Q1	$529K	Buy	3,990 +240	+6%	+$29.7K	0.05%	107
2023 Q4	$419K	Buy	3,750 +10	+0.3%	+$947	0.05%	113
2023 Q3	$310K	Sell	3,740 -10	-0.3%	-$867	0.04%	130
2023 Q2	$326K	Buy	3,750 +20	+0.5%	+$1.43K	0.04%	128
2023 Q1	$240K	Sell	3,730 -50	-1%	-$3.01K	0.04%	143
2022 Q4	$211K	Buy	+3,780	New	+$190K	0.04%	141
2022 Q2	–	Sell	-3,800	Closed	-$240K	–	134
2022 Q1	$240K	Buy	3,800 +340	+10%	+$20.2K	0.06%	114
2021 Q4	$230K	Buy	+3,460	New	+$194K	0.04%	135

Other funds holding AVGO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return