VWM
AVGOP

Valley Wealth Managers’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Valley Wealth Managers’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
-1,074
Closed -$1.51M – 477
2022
Q3 		$1.51M Sell
1,074
-396
-27% -$631K 0.15% 100
2022
Q2 		$2.21M Sell
1,470
-36
-2% -$63.4K 0.21% 93
2022
Q1 		$2.96M Sell
1,506
-132
-8% -$244K 0.25% 93
2021
Q4 		$3.4M Sell
1,638
-90
-5% -$158K 0.27% 86
2021
Q3 		$2.65M Sell
1,728
-43
-2% -$66.3K 0.23% 93
2021
Q2 		$2.69M Buy
1,771
+48
+3% +$71K 0.23% 91
2021
Q1 		$2.54M Buy
1,723
+117
+7% +$174K 0.23% 90
2020
Q4 		$2.28M Buy
1,606
+35
+2% +$45.6K 0.22% 91
2020
Q3 		$1.96M Sell
1,571
-499
-24% -$594K 0.22% 87
2020
Q2 		$2.31M Sell
2,070
-14
-0.7% -$14.5K 0.26% 81
2020
Q1 		$1.95M Buy
2,084
+561
+37% +$599K 0.25% 79
2019
Q4 		$1.79M Buy
+1,523
New +$1.71M 0.18% 90

Valley Wealth Managers's AVGOP Position: Q4 2022 in Review

Valley Wealth Managers sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q4 2022, closing a stake of 1,074 shares — an estimated $1.51M sold.

Valley Wealth Managers first reported a position in AVGOP in Q4 2019 and held it in 12 quarters. The position peaked at $3.4M in Q4 2021. 0 funds tracked by Wall St. Rank hold AVGOP as of Q4 2022.

  • Valley Wealth Managers reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 1,074 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q4 2022, an estimated $1.51M.
  • Valley Wealth Managers first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 12 quarters.
  • Valley Wealth Managers's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $3.4M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.