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RE Dickinson Investment Advisors’s Broadcom AVGO Stock Holding History

RE Dickinson Investment Advisors’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
Q1 		– Sell
-400
Closed -$45K – 218
2023
Q4 		$45K Hold
400
– – 0.03% 84
2023
Q3 		$33K Buy
+400
New +$34.7K 0.02% 100

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RE Dickinson Investment Advisors's AVGO Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of Broadcom (AVGO) in Q1 2024, closing a stake of 400 shares — an estimated $45K sold.

RE Dickinson Investment Advisors first reported a position in AVGO in Q3 2023 and held it in 2 quarters. The position peaked at $45K in Q4 2023. 3,066 funds tracked by Wall St. Rank hold AVGO as of Q1 2024.

  • RE Dickinson Investment Advisors reported no remaining Broadcom position as of Q1 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 400 Broadcom shares in Q1 2024, an estimated $45K.
  • RE Dickinson Investment Advisors first reported a position in Broadcom in Q3 2023 and held it in 2 quarters.
  • RE Dickinson Investment Advisors's Broadcom position peaked at $45K in Q4 2023.
  • 3,066 funds tracked by Wall St. Rank held Broadcom as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.