Cambridge Investment Research Advisors
AVGOP

Cambridge Investment Research Advisors’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Cambridge Investment Research Advisors’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
-243
Closed -$365K – 3191
2022
Q2 		$365K Hold
243
– – ﹤0.01% 2202
2022
Q1 		$477K Buy
243
+132
+119% +$244K ﹤0.01% 2139
2021
Q4 		$230K Buy
+111
New +$194K ﹤0.01% 2759

Other funds holding AVGOP

Barclays
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 $1.73B AUM 42.12% 1-Year Est. Return
TIP
Torray Investment Partners Bethesda, Maryland $741M AUM 26.16% 1-Year Est. Return
Canada Life
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 $421M AUM 14.71% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Cambridge Investment Research Advisors's AVGOP Position: Q3 2022 in Review

Cambridge Investment Research Advisors sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 243 shares — an estimated $365K sold.

Cambridge Investment Research Advisors first reported a position in AVGOP in Q4 2021 and held it in 3 quarters. The position peaked at $477K in Q1 2022. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

  • Cambridge Investment Research Advisors reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 243 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $365K.
  • Cambridge Investment Research Advisors first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2021 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $477K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q3 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.