Avantax Advisory Services’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Avantax Advisory 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
2022 Q1	–	Sell	-156	Closed	-$324K	–	1374
2021 Q4	$324K	Buy	+156	New	+$273K	﹤0.01%	942

Other funds holding AVGOP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

Avantax Advisory Services's AVGOP Position: Q1 2022 in Review

Avantax Advisory Services sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q1 2022, closing a stake of 156 shares — an estimated $324K sold.

Avantax Advisory Services first reported a position in AVGOP in Q4 2021 and held it in 1 quarter. The position peaked at $324K in Q4 2021. 99 funds tracked by Wall St. Rank hold AVGOP as of Q1 2022.

Avantax Advisory Services reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q1 2022 after selling out during the quarter.
Avantax Advisory Services sold 156 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q1 2022, an estimated $324K.
Avantax Advisory Services first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2021 and held it in 1 quarter.
Avantax Advisory Services's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $324K in Q4 2021.
99 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.