Number of Shares
50,800.00
Current Holdings Value*
$8.51 Mil
% of Portfolio
3.44%
Total Estimate Gain
$10.99 Mil
% of Total Estimate Gain
374.38%

Advisors Capital Total Return - Equity Fund's Broadcom Inc Holding Summary

As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 50,800.00 shares of Broadcom Inc(AVGO), totaling $8.51 Mil. This investment constitutes 3.44% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2021Q1. And since then Advisors Capital Total Return - Equity Fund has made 9 purchases of AVGO, at an average price of $57.80, for a total of 50,800.00 shares. Based on historical transaction data and AVGO's current price of $274.18, Advisors Capital Total Return - Equity Fund's estimated gain on his AVGO holdings is $10.99 Mil, reflecting a 374.38% gain to date.

Advisors Capital Total Return - Equity Fund AVGO ($274.18) Holding Chart

Advisors Capital Total Return - Equity Fund AVGO ($274.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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