WI
AVGO icon

Wintrust Investments’s Broadcom AVGO Stock Holding History

Wintrust Investments’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 		$1.36M Sell
5,856
-514
-8% -$95.1K 1.19% 19
2024
Q3 		$1.1M Sell
6,370
-58,660
-90% -$9.4M 0.81% 22
2024
Q2 		$10.4M Buy
65,030
+360
+0.6% +$50.5K 0.85% 21
2024
Q1 		$8.57M Buy
64,670
+1,540
+2% +$191K 0.76% 26
2023
Q4 		$7.05M Buy
63,130
+10,250
+19% +$971K 0.68% 26
2023
Q3 		$4.39M Buy
52,880
+14,390
+37% +$1.25M 0.46% 41
2023
Q2 		$3.34M Buy
38,490
+21,120
+122% +$1.51M 0.33% 64
2023
Q1 		$1.11M Buy
+17,370
New +$1.05M 0.14% 125
2021
Q4 		– Sell
-15,240
Closed -$739K – 422
2021
Q3 		$739K Buy
15,240
+2,100
+16% +$102K 0.1% 148
2021
Q2 		$627K Buy
13,140
+1,610
+14% +$74.6K 0.06% 231
2021
Q1 		$535K Buy
+11,530
New +$533K 0.06% 251
2020
Q4 		– Sell
-11,360
Closed -$414K – 191
2020
Q3 		$414K Buy
11,360
+450
+4% +$15.1K 0.06% 223
2020
Q2 		$344K Buy
+10,910
New +$305K 0.05% 251

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

Wintrust Investments's AVGO Position: Q4 2024 in Review

Wintrust Investments reduced its Broadcom (AVGO) stake by 8.1% in Q4 2024, selling an estimated $95.1K and leaving 5,856 shares worth $1.36M. The position accounts for 1.19% of the portfolio, ranked #19.

Wintrust Investments first reported a position in AVGO in Q2 2020 and has held it in 13 quarters since. The position peaked at $10.4M in Q2 2024. 3,914 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • Wintrust Investments held 5,856 shares of Broadcom worth $1.36M as of Q4 2024.
  • Wintrust Investments sold 514 Broadcom shares in Q4 2024, an estimated $95.1K.
  • Broadcom made up 1.19% of Wintrust Investments's portfolio in Q4 2024, its #19 holding.
  • Wintrust Investments first reported a position in Broadcom in Q2 2020 and has held it in 13 quarters since.
  • Wintrust Investments's Broadcom position peaked at $10.4M in Q2 2024.
  • 3,914 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.