PPSG
AVGOP

Princeton Portfolio Strategies Group’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Princeton Portfolio Strategies 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
2021
Q2 		$1.13M Hold
745
– – 0.22% 85
2021
Q1 		$1.1M Hold
745
– – 0.21% 90
2020
Q4 		$1.06M Hold
745
– – 0.21% 90
2020
Q3 		$929K Sell
745
-25
-3% -$29.7K 0.2% 93
2020
Q2 		$858K Hold
770
– – 0.2% 95
2020
Q1 		$719K Buy
770
+150
+24% +$160K 0.21% 90
2019
Q4 		$730K Buy
+620
New +$697K 0.17% 100

Other funds holding AVGOP

OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Princeton Portfolio Strategies Group's AVGOP Position: Q2 2021 in Review

Princeton Portfolio Strategies Group held its Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) position steady in Q2 2021 at 745 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #85.

Princeton Portfolio Strategies Group first reported a position in AVGOP in Q4 2019 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold AVGOP as of Q2 2021.

  • Princeton Portfolio Strategies Group held 745 shares of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A worth $1.13M as of Q2 2021.
  • Princeton Portfolio Strategies Group left its Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A share count unchanged in Q2 2021.
  • Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A made up 0.22% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #85 holding.
  • Princeton Portfolio Strategies Group first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q2 2021.

Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.