SFS
AVGOP

Sowell Financial Services’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-7
Closed -$7K – 2744
2020
Q1 		$7K Hold
7
– – ﹤0.01% 1746
2019
Q4 		$8K Buy
+7
New +$7.87K ﹤0.01% 1780

Other funds holding AVGOP

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $967M AUM 68.8% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.73B AUM 42.12% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Sowell Financial Services's AVGOP Position: Q2 2020 in Review

Sowell Financial Services sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q2 2020, closing a stake of 7 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in AVGOP in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 20 funds tracked by Wall St. Rank hold AVGOP as of Q2 2020.

  • Sowell Financial Services reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q2 2020 after selling out during the quarter.
  • Sowell Financial Services sold 7 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q2 2020, an estimated $7K.
  • Sowell Financial Services first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 2 quarters.
  • Sowell Financial Services's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $8K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q2 2020.

Based on Sowell Financial Services's 13F filing for Q2 2020, filed 13 Aug 2020.