SEC 13F Intelligence

Wintrust Investments LLC / AVGO

Wintrust Investments LLC’s Broadcom Inc Position

Does Wintrust Investments LLC own Broadcom Inc (AVGO)? Yes5.9K shares worth $1M (+1.19% of its 13F portfolio) as of Q4 2024, down from 6.4K shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
5.9K
% of Portfolio
+1.19%
Quarters Held
13
currently held

Position History AVGO

Reported value by quarter
Q2 ’20: $344,000Q2 ’20Q3 ’20: $414,000Q1 ’21: $535,000Q1 ’21Q2 ’21: $627,000Q3 ’21: $739,000Q3 ’21Q1 ’23: $1MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $7MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ2 ’24Q3 ’24: $1MQ4 ’24: $1MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20245.9K$1M+1.19%
Q3 20246.4K$1M+0.81%
Q2 20246.5K$10M+0.85%
Q1 20246.5K$9M+0.76%
Q4 20236.3K$7M+0.68%
Q3 20235.3K$4M+0.46%
Q2 20233.8K$3M+0.33%
Q1 20231.7K$1M+0.14%
Q3 20211.5K$739,000+0.10%
Q2 20211.3K$627,000+0.06%
Q1 20211.2K$535,000+0.06%
Q3 20201.1K$414,000+0.06%
Q2 20201.1K$344,000+0.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of AVGO.