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Rikoon Group’s Broadcom AVGO Stock Holding History

Rikoon Group’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
2021
Q1 		$990K Buy
21,350
+750
+4% +$34.7K 0.26% 89
2020
Q4 		$902K Buy
20,600
+2,400
+13% +$93.6K 0.25% 91
2020
Q3 		$663K Sell
18,200
-1,030
-5% -$34.5K 0.2% 106
2020
Q2 		$607K Buy
+19,230
New +$538K 0.2% 103

Other funds holding AVGO

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rikoon Group's AVGO Position: Q1 2021 in Review

Rikoon Group increased its Broadcom (AVGO) stake by 3.6% in Q1 2021, buying an estimated $34.7K and bringing the position to 21,350 shares worth $990K. The position accounts for 0.26% of the portfolio, ranked #89.

Rikoon Group first reported a position in AVGO in Q2 2020 and has held it in 4 quarters since. 1,692 funds tracked by Wall St. Rank hold AVGO as of Q1 2021.

  • Rikoon Group held 21,350 shares of Broadcom worth $990K as of Q1 2021.
  • Rikoon Group bought 750 Broadcom shares in Q1 2021, an estimated $34.7K.
  • Broadcom made up 0.26% of Rikoon Group's portfolio in Q1 2021, its #89 holding.
  • Rikoon Group first reported a position in Broadcom in Q2 2020 and has held it in 4 quarters since.
  • 1,692 funds tracked by Wall St. Rank held Broadcom as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.