Calamos Wealth Management’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Calamos Wealth Management’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 Q3	–	Sell	-899	Closed	-$1.35M	–	341
2022 Q2	$1.35M	Sell	899 -14	-2%	-$24.7K	0.12%	121
2022 Q1	$1.79M	Sell	913 -137	-13%	-$253K	0.13%	115
2021 Q4	$2.18M	Buy	+1,050	New	+$1.84M	0.16%	105
2020 Q3	–	Sell	-1,199	Closed	-$1.34M	–	271
2020 Q2	$1.34M	Sell	1,199 -45	-4%	-$46.7K	0.17%	89
2020 Q1	$1.16M	Sell	1,244 -76	-6%	-$81.1K	0.18%	84
2019 Q4	$1.55M	Buy	+1,320	New	+$1.48M	0.18%	88

Other funds holding AVGOP

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

EWM

Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return

TIP

Torray Investment Partners Bethesda, Maryland $682M AUM 23.15% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

P8IP

Pier 88 Investment Partners San Francisco, California $402M AUM 10.33% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Calamos Wealth Management's AVGOP Position: Q3 2022 in Review

Calamos Wealth Management sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 899 shares — an estimated $1.35M sold.

Calamos Wealth Management first reported a position in AVGOP in Q4 2019 and held it in 6 quarters. The position peaked at $2.18M in Q4 2021. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

Calamos Wealth Management reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
Calamos Wealth Management sold 899 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $1.35M.
Calamos Wealth Management first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 6 quarters.
Calamos Wealth Management's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $2.18M in Q4 2021.
15 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q3 2022.

Based on Calamos Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.