RIM
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Regent Investment Management’s Broadcom AVGO Stock Holding History

Regent Investment Management’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
Q4 		$5.11M Sell
91,460
-1,550
-2% -$77.7K 1.37% 16
2022
Q3 		$4.13M Buy
93,010
+3,950
+4% +$202K 1.21% 20
2022
Q2 		$4.33M Buy
89,060
+60
+0.1% +$3.37K 1.21% 20
2022
Q1 		$5.6M Sell
89,000
-12,100
-12% -$719K 1.3% 16
2021
Q4 		$6.73M Sell
101,100
-550
-0.5% -$30.9K 1.47% 14
2021
Q3 		$4.93M Sell
101,650
-900
-0.9% -$43.8K 1.18% 16
2021
Q2 		$4.89M Sell
102,550
-300
-0.3% -$13.9K 1.15% 17
2021
Q1 		$4.77M Buy
102,850
+580
+0.6% +$26.8K 1.2% 17
2020
Q4 		$4.48M Sell
102,270
-4,400
-4% -$172K 1.24% 18
2020
Q3 		$3.89M Buy
106,670
+8,570
+9% +$287K 1.2% 18
2020
Q2 		$3.1M Sell
98,100
-3,850
-4% -$108K 1.03% 24
2020
Q1 		$2.42M Buy
101,950
+34,300
+51% +$966K 1% 27
2019
Q4 		$2.14M Sell
67,650
-8,840
-12% -$268K 0.65% 45
2019
Q3 		$2.11M Buy
76,490
+17,750
+30% +$505K 0.69% 46
2019
Q2 		$1.69M Buy
58,740
+6,640
+13% +$194K 0.55% 52
2019
Q1 		$1.57M Buy
52,100
+30,850
+145% +$836K 0.52% 56
2018
Q4 		$540K Buy
+21,250
New +$502K 0.2% 120

Other funds holding AVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regent Investment Management's AVGO Position: Q4 2022 in Review

Regent Investment Management reduced its Broadcom (AVGO) stake by 1.7% in Q4 2022, selling an estimated $77.7K and leaving 91,460 shares worth $5.11M. The position accounts for 1.37% of the portfolio, ranked #16.

Regent Investment Management first reported a position in AVGO in Q4 2018 and has held it in 17 quarters since. The position peaked at $6.73M in Q4 2021. 2,141 funds tracked by Wall St. Rank hold AVGO as of Q4 2022.

  • Regent Investment Management held 91,460 shares of Broadcom worth $5.11M as of Q4 2022.
  • Regent Investment Management sold 1,550 Broadcom shares in Q4 2022, an estimated $77.7K.
  • Broadcom made up 1.37% of Regent Investment Management's portfolio in Q4 2022, its #16 holding.
  • Regent Investment Management first reported a position in Broadcom in Q4 2018 and has held it in 17 quarters since.
  • Regent Investment Management's Broadcom position peaked at $6.73M in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Broadcom as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.