MAI Managed Volatility Fund AVGO Holdings History
MAI Managed Volatility Fund's Broadcom Inc Holding Summary
As of 2025-05-31, FORUM FUNDS held 26,470.00 shares of Broadcom Inc(AVGO), totaling $6.41 Mil. This investment constitutes 5.25% of their stock portfolio, and FORUM FUNDS now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2020Q2. And since then MAI Managed Volatility Fund has made 1 purchases of AVGO, at an average price of $40.77, for a total of 28,540.00 shares. In addition, there have been 1 sales at an average price of $31.73 for 2,070.00 shares. Based on historical transaction data and AVGO's current price of $288.71, MAI Managed Volatility Fund's estimated gain on his AVGO holdings is $6.54 Mil, reflecting a 562.37% gain to date.
MAI Managed Volatility Fund AVGO ($288.71) Holding Chart
MAI Managed Volatility Fund AVGO ($288.71) 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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