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James Reed Financial Services’s Broadcom AVGO Stock Holding History

James Reed Financial Services’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
2022
Q1 		– Sell
-610
Closed -$40K – 27
2021
Q4 		$40K Buy
+610
New +$34.3K 0.04% 52

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

James Reed Financial Services's AVGO Position: Q1 2022 in Review

James Reed Financial Services sold out of Broadcom (AVGO) in Q1 2022, closing a stake of 610 shares — an estimated $40K sold.

James Reed Financial Services first reported a position in AVGO in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 2,058 funds tracked by Wall St. Rank hold AVGO as of Q1 2022.

  • James Reed Financial Services reported no remaining Broadcom position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 610 Broadcom shares in Q1 2022, an estimated $40K.
  • James Reed Financial Services first reported a position in Broadcom in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Broadcom position peaked at $40K in Q4 2021.
  • 2,058 funds tracked by Wall St. Rank held Broadcom as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.