Mount Yale Investment Advisors’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Mount Yale Investment Advisors’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 Q2	–	Sell	-109	Closed	-$214K	–	510
2022 Q1	$214K	Hold	109	–	–	0.02%	438
2021 Q4	$226K	Buy	+109	New	+$191K	0.02%	432

Other funds holding AVGOP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Mount Yale Investment Advisors's AVGOP Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q2 2022, closing a stake of 109 shares — an estimated $214K sold.

Mount Yale Investment Advisors first reported a position in AVGOP in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q4 2021. 99 funds tracked by Wall St. Rank hold AVGOP as of Q2 2022.

Mount Yale Investment Advisors reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q2 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 109 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q2 2022, an estimated $214K.
Mount Yale Investment Advisors first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2021 and held it in 2 quarters.
Mount Yale Investment Advisors's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $226K in Q4 2021.
99 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.