Fort Pitt Capital Group’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Fort Pitt Capital Group’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	-5,619	Closed	-$8.45M	–	133
2022 Q2	$8.45M	Buy	5,619 +211	+4%	+$372K	0.37%	45
2022 Q1	$10.6M	Buy	5,408 +332	+7%	+$613K	0.4%	45
2021 Q4	$10.5M	Buy	+5,076	New	+$8.89M	0.38%	47
2020 Q2	–	Sell	-3,998	Closed	-$3.74M	–	176
2020 Q1	$3.74M	Buy	3,998 +195	+5%	+$208K	0.26%	65
2019 Q4	$4.48M	Buy	+3,803	New	+$4.28M	0.25%	61

Other funds holding AVGOP

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

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

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

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

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

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

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