RA
AVGOP

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

Rational 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
Q3 		– Sell
-1,824
Closed -$2.74M – 267
2022
Q2 		$2.74M Sell
1,824
-400
-18% -$705K 0.2% 35
2022
Q1 		$4.37M Sell
2,224
-400
-15% -$738K 0.26% 32
2021
Q4 		$5.45M Buy
+2,624
New +$4.59M 0.33% 30
2020
Q3 		– Sell
-1,884
Closed -$2.1M – 671
2020
Q2 		$2.1M Buy
1,884
+1,280
+212% +$1.33M 1.09% 17
2020
Q1 		$564K Buy
604
+440
+268% +$470K 0.41% 64
2019
Q4 		$193K Buy
+164
New +$184K 0.09% 195

Other funds holding AVGOP

Barclays
Barclays London, United Kingdom $280B 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
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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return