Number of Shares
12,222.00
Current Holdings Value*
$2.05 Mil
% of Portfolio
4.88%
Total Estimate Gain
$4.98 Mil
% of Total Estimate Gain
372.45%

Ancora Dividend Value Equity Fund's Broadcom Inc Holding Summary

As of 2025-03-31, ANCORA TRUST held 12,222.00 shares of Broadcom Inc(AVGO), totaling $2.05 Mil. This investment constitutes 4.88% of their stock portfolio, and ANCORA TRUST now holds 0% of the outstanding Broadcom Inc(AVGO) stock.

The initial trade took place in 2020Q1. And since then Ancora Dividend Value Equity Fund has made 5 purchases of AVGO, at an average price of $40.50, for a total of 33,000.00 shares. In addition, there have been 5 sales at an average price of $140.04 for 20,778.00 shares. Based on historical transaction data and AVGO's current price of $278.59, Ancora Dividend Value Equity Fund's estimated gain on his AVGO holdings is $4.98 Mil, reflecting a 372.45% gain to date.

Ancora Dividend Value Equity Fund AVGO ($278.59) Holding Chart

Ancora Dividend Value Equity Fund AVGO ($278.59) 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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