Davis Rea’s Broadcom AVGO Stock Holding History

Davis Rea’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 Q1	–	Sell	-1,267	Closed	-$294K	–	52
2024 Q4	$294K	Hold	1,267	–	–	0.15%	25
2024 Q3	$219K	Buy	+1,267	New	+$203K	0.1%	35

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Davis Rea's AVGO Position: Q1 2025 in Review

Davis Rea sold out of Broadcom (AVGO) in Q1 2025, closing a stake of 1,267 shares — an estimated $294K sold.

Davis Rea first reported a position in AVGO in Q3 2024 and held it in 2 quarters. The position peaked at $294K in Q4 2024. 3,815 funds tracked by Wall St. Rank hold AVGO as of Q1 2025.

Davis Rea reported no remaining Broadcom position as of Q1 2025 after selling out during the quarter.
Davis Rea sold 1,267 Broadcom shares in Q1 2025, an estimated $294K.
Davis Rea first reported a position in Broadcom in Q3 2024 and held it in 2 quarters.
Davis Rea's Broadcom position peaked at $294K in Q4 2024.
3,815 funds tracked by Wall St. Rank held Broadcom as of Q1 2025.

Based on Davis Rea's 13F filing for Q1 2025, filed 6 May 2025.