AIIMS
AVGOP

Analyst IMS Investment Management Services’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Analyst IMS Investment Management Services’s Portfolio AVGOP Stock Details AVGOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$557K – 89
2020
Q2 		$557K Hold
500
– – 0.13% 69
2020
Q1 		$467K Buy
500
+13
+3% +$13.9K 0.15% 67
2019
Q4 		$574K Buy
+487
New +$548K 0.16% 70

Other funds holding AVGOP

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
PPSG
Princeton Portfolio Strategies Group Princeton, New Jersey $517M AUM 37.7% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Analyst IMS Investment Management Services's AVGOP Position: Q3 2020 in Review

Analyst IMS Investment Management Services sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2020, closing a stake of 500 shares — an estimated $557K sold.

Analyst IMS Investment Management Services first reported a position in AVGOP in Q4 2019 and held it in 3 quarters. The position peaked at $574K in Q4 2019. 6 funds tracked by Wall St. Rank hold AVGOP as of Q3 2020.

  • Analyst IMS Investment Management Services reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2020 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 500 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2020, an estimated $557K.
  • Analyst IMS Investment Management Services first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 3 quarters.
  • Analyst IMS Investment Management Services's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $574K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q3 2020.

Based on Analyst IMS Investment Management Services's 13F filing for Q3 2020, filed 10 Nov 2020.