Steward Partners Investment Advisory’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-1,146	Closed	-$1.61M	–	3527
2022 Q3	$1.61M	Buy	1,146 +282	+33%	+$449K	0.03%	491
2022 Q2	$1.3M	Buy	864 +72	+9%	+$127K	0.02%	559
2022 Q1	$1.55M	Buy	792 +106	+15%	+$196K	0.02%	556
2021 Q4	$1.42M	Buy	+686	New	+$1.2M	0.02%	595
2020 Q2	–	Sell	-284	Closed	-$265K	–	2794
2020 Q1	$265K	Buy	+284	New	+$303K	0.01%	711

Steward Partners Investment Advisory's AVGOP Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q4 2022, closing a stake of 1,146 shares — an estimated $1.61M sold.

Steward Partners Investment Advisory first reported a position in AVGOP in Q1 2020 and held it in 5 quarters. The position peaked at $1.61M in Q3 2022. 0 funds tracked by Wall St. Rank hold AVGOP as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,146 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q4 2022, an estimated $1.61M.
Steward Partners Investment Advisory first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q1 2020 and held it in 5 quarters.
Steward Partners Investment Advisory's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $1.61M in Q3 2022.
0 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.