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

Barclays London, United Kingdom $521B AUM 51.41% 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 29.84% 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 Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $8.7B AUM 29.75% 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

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

Fort Pitt Capital Group's AVGOP Position: Q3 2022 in Review

Fort Pitt Capital Group sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 5,619 shares — an estimated $8.45M sold.

Fort Pitt Capital Group first reported a position in AVGOP in Q4 2019 and held it in 5 quarters. The position peaked at $10.6M in Q1 2022. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

Fort Pitt Capital Group reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
Fort Pitt Capital Group sold 5,619 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $8.45M.
Fort Pitt Capital Group first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 5 quarters.
Fort Pitt Capital Group's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $10.6M 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 Fort Pitt Capital Group's 13F filing for Q3 2022, filed 8 Nov 2022.