LTI
AVGOP

Laffer Tengler Investments’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Laffer Tengler Investments’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
-2,777
Closed -$4.21M – 440
2022
Q2 		$4.21M Sell
2,777
-14
-0.5% -$24.7K 1.48% 8
2022
Q1 		$5.48M Sell
2,791
-2
-0.1% -$3.69K 1.65% 5
2021
Q4 		$5.79M Sell
2,793
-35
-1% -$61.3K 1.67% 4
2021
Q3 		$4.34M Sell
2,828
-67
-2% -$103K 1.26% 10
2021
Q2 		$4.37M Sell
2,895
-164
-5% -$243K 1.64% 3
2021
Q1 		$4.52M Sell
3,059
-129
-4% -$192K 1.71% 6
2020
Q4 		$4.52M Buy
3,188
+37
+1% +$48.2K 1.91% 4
2020
Q3 		$3.96M Buy
3,151
+83
+3% +$98.7K 1.98% 4
2020
Q2 		$3.42M Buy
3,068
+103
+3% +$107K 1.97% 6
2020
Q1 		$2.79M Buy
2,965
+942
+47% +$1.01M 2.18% 6
2019
Q4 		$2.37M Buy
+2,023
New +$2.27M 1.58% 21

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

Laffer Tengler Investments's AVGOP Position: Q3 2022 in Review

Laffer Tengler Investments sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 2,777 shares — an estimated $4.21M sold.

Laffer Tengler Investments first reported a position in AVGOP in Q4 2019 and held it in 11 quarters. The position peaked at $5.79M in Q4 2021. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

  • Laffer Tengler Investments reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
  • Laffer Tengler Investments sold 2,777 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $4.21M.
  • Laffer Tengler Investments first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 11 quarters.
  • Laffer Tengler Investments's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $5.79M 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 Laffer Tengler Investments's 13F filing for Q3 2022, filed 10 Nov 2022.