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Wellington Wealth Strategies’s Broadcom AVGO Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$736K Buy
3,123
+685
+28% +$127K 0.67% 36
2024
Q3 		$414K Sell
2,438
-1,312
-35% -$210K 0.31% 51
2024
Q2 		$602K Buy
+3,750
New +$526K 2.52% 5
2024
Q1 		– Sell
-2,630
Closed -$294K – 157
2023
Q4 		$294K Buy
+2,630
New +$249K 0.25% 67
2020
Q4 		$294K Buy
+2,630
New +$103K 0.25% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Wealth Strategies's AVGO Position: Q4 2024 in Review

Wellington Wealth Strategies increased its Broadcom (AVGO) stake by 28% in Q4 2024, buying an estimated $127K and bringing the position to 3,123 shares worth $736K. The position accounts for 0.67% of the portfolio, ranked #36.

Wellington Wealth Strategies first reported a position in AVGO in Q4 2020 and has held it in 5 quarters since. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Wellington Wealth Strategies held 3,123 shares of Broadcom worth $736K as of Q4 2024.
  • Wellington Wealth Strategies bought 685 Broadcom shares in Q4 2024, an estimated $127K.
  • Broadcom made up 0.67% of Wellington Wealth Strategies's portfolio in Q4 2024, its #36 holding.
  • Wellington Wealth Strategies first reported a position in Broadcom in Q4 2020 and has held it in 5 quarters since.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.