Ownership history in HOWE & RUSLING INC Β· 40 quarters on record
This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in AVAGO TECHNOLOGIES LTD (AVGO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HOWE & RUSLING INC outperformed the S&P 500 by +26.6% annually on this AVGO position. Timing score: 51% (20/39 decisions correct). Average cost basis: $120.76. Maximum drawdown during holding period: β31.7%.
π₯ Exceptional β beat the S&P 500 by 26.6% per year on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 39 add/trim decisions correct
Best entry: $11.83 (2016 Q1) Β· Worst: $274.08 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
17 adds Β· 23 trims. Bought during 4 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π HOWE & RUSLING INC has been actively increasing its AVGO allocation β a bullish signal from insiders.
Currently 3.88% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size