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Arvest Trust’s Broadcom AVGO Stock Holding History

Arvest Trust’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
Q2 		$270K Sell
1,680
-410
-20% -$57.5K 0.02% 152
2024
Q1 		$277K Sell
2,090
-230
-10% -$28.5K 0.02% 152
2023
Q4 		$259K Buy
+2,320
New +$220K 0.02% 159

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arvest Trust's AVGO Position: Q2 2024 in Review

Arvest Trust reduced its Broadcom (AVGO) stake by 20% in Q2 2024, selling an estimated $57.5K and leaving 1,680 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #152.

Arvest Trust first reported a position in AVGO in Q4 2023 and has held it in 3 quarters since. The position peaked at $277K in Q1 2024. 3,271 funds tracked by Wall St. Rank hold AVGO as of Q2 2024.

  • Arvest Trust held 1,680 shares of Broadcom worth $270K as of Q2 2024.
  • Arvest Trust sold 410 Broadcom shares in Q2 2024, an estimated $57.5K.
  • Broadcom made up 0.02% of Arvest Trust's portfolio in Q2 2024, its #152 holding.
  • Arvest Trust first reported a position in Broadcom in Q4 2023 and has held it in 3 quarters since.
  • Arvest Trust's Broadcom position peaked at $277K in Q1 2024.
  • 3,271 funds tracked by Wall St. Rank held Broadcom as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.