Van Leeuwen & Company’s Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A AVGOP Stock Holding History

Van Leeuwen & Company’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	-162	Closed	-$244K	–	59
2022 Q2	$244K	Hold	162	–	–	0.2%	50
2022 Q1	$318K	Sell	162 -14	-8%	-$25.8K	0.23%	58
2021 Q4	$365K	Buy	+176	New	+$308K	0.2%	57
2020 Q2	–	Sell	-353	Closed	-$330K	–	89
2020 Q1	$330K	Buy	+353	New	+$377K	0.32%	53

Other funds holding AVGOP

Barclays London, United Kingdom $416B 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 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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Van Leeuwen & Company's AVGOP Position: Q3 2022 in Review

Van Leeuwen & Company sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 162 shares — an estimated $244K sold.

Van Leeuwen & Company first reported a position in AVGOP in Q1 2020 and held it in 4 quarters. The position peaked at $365K in Q4 2021. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

Van Leeuwen & Company reported no remaining Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position as of Q3 2022 after selling out during the quarter.
Van Leeuwen & Company sold 162 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $244K.
Van Leeuwen & Company first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q1 2020 and held it in 4 quarters.
Van Leeuwen & Company's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $365K in Q4 2021.
15 funds tracked by Wall St. Rank held Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A as of Q3 2022.

Based on Van Leeuwen & Company's 13F filing for Q3 2022, filed 9 Nov 2022.