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

William Blair & 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	-3,768	Closed	-$5.66M	–	1915
2022 Q2	$5.66M	Hold	3,768	–	–	0.03%	400
2022 Q1	$7.4M	Buy	3,768 +6	+0.2%	+$11.1K	0.03%	375
2021 Q4	$7.81M	Buy	+3,762	New	+$6.59M	0.02%	390
2020 Q2	–	Sell	-2,839	Closed	-$2.65M	–	1772
2020 Q1	$2.65M	Buy	2,839 +306	+12%	+$327K	0.02%	457
2019 Q4	$2.98M	Buy	+2,533	New	+$2.85M	0.02%	517

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

William Blair & Company's AVGOP Position: Q3 2022 in Review

William Blair & Company sold out of Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A (AVGOP) in Q3 2022, closing a stake of 3,768 shares — an estimated $5.66M sold.

William Blair & Company first reported a position in AVGOP in Q4 2019 and held it in 5 quarters. The position peaked at $7.81M in Q4 2021. 15 funds tracked by Wall St. Rank hold AVGOP as of Q3 2022.

William Blair & 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.
William Blair & Company sold 3,768 Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A shares in Q3 2022, an estimated $5.66M.
William Blair & Company first reported a position in Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A in Q4 2019 and held it in 5 quarters.
William Blair & Company's Broadcom Inc. 8.00% Mandatory Convertible Preferred Stock, Series A position peaked at $7.81M 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 William Blair & Company's 13F filing for Q3 2022, filed 9 Nov 2022.