Capital Research Global Investors
AVGOP

Capital Research Global Investors’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Capital Research Global Investors’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
-139,393
Closed -$210M – 452
2022
Q2 		$210M Hold
139,393
– – 0.07% 205
2022
Q1 		$274M Hold
139,393
– – 0.07% 208
2021
Q4 		$289M Buy
+139,393
New +$244M 0.06% 215
2020
Q2 		– Sell
-277,797
Closed -$260M – 430
2020
Q1 		$260M Sell
277,797
-137,957
-33% -$147M 0.1% 163
2019
Q4 		$490M Buy
+415,754
New +$468M 0.15% 137

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

Capital Research Global Investors's AVGOP Position: Q3 2022 in Review

Capital Research Global Investors sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 139,393 shares — an estimated $210M sold.

Capital Research Global Investors first reported a position in AVGOP in Q4 2019 and held it in 5 quarters. The position peaked at $490M in Q4 2019. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

  • Capital Research Global Investors reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 139,393 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $210M.
  • Capital Research Global Investors first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 5 quarters.
  • Capital Research Global Investors's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $490M in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q3 2022.

Based on Capital Research Global Investors's 13F filing for Q3 2022, filed 14 Nov 2022.