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Roosevelt Investment Group’s Broadcom AVGO Stock Holding History

Roosevelt Investment 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
2020
Q3 		– Sell
-24,360
Closed -$769K – 216
2020
Q2 		$769K Buy
+24,360
New +$682K 0.08% 84

Other funds holding AVGO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Roosevelt Investment Group's AVGO Position: Q3 2020 in Review

Roosevelt Investment Group sold out of Broadcom (AVGO) in Q3 2020, closing a stake of 24,360 shares — an estimated $769K sold.

Roosevelt Investment Group first reported a position in AVGO in Q2 2020 and held it in 1 quarter. The position peaked at $769K in Q2 2020. 1,449 funds tracked by Wall St. Rank hold AVGO as of Q3 2020.

  • Roosevelt Investment Group reported no remaining Broadcom position as of Q3 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 24,360 Broadcom shares in Q3 2020, an estimated $769K.
  • Roosevelt Investment Group first reported a position in Broadcom in Q2 2020 and held it in 1 quarter.
  • Roosevelt Investment Group's Broadcom position peaked at $769K in Q2 2020.
  • 1,449 funds tracked by Wall St. Rank held Broadcom as of Q3 2020.

Based on Roosevelt Investment Group's 13F filing for Q3 2020, filed 12 Nov 2020.