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

Hohimer 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	-641	Closed	-$964K	–	202
2022 Q2	$964K	Sell	641 -144	-18%	-$254K	0.28%	92
2022 Q1	$1.54M	Sell	785 -3	-0.4%	-$5.54K	0.3%	99
2021 Q4	$1.64M	Buy	+788	New	+$1.38M	0.34%	92
2020 Q2	–	Sell	-1,085	Closed	-$1.1M	–	182
2020 Q1	$1.1M	Buy	+1,085	New	+$1.16M	0.46%	91

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

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

Hohimer Wealth Management sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 641 shares — an estimated $964K sold.

Hohimer Wealth Management first reported a position in AVGOP in Q1 2020 and held it in 4 quarters. The position peaked at $1.64M in Q4 2021. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

Hohimer 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.
Hohimer Wealth Management sold 641 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $964K.
Hohimer Wealth Management first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q1 2020 and held it in 4 quarters.
Hohimer Wealth Management's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $1.64M 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 Hohimer Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.