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Company Main View
Name:
Hofer & Associates. Inc
City:
THOUSAND OAKS
State:
CA
Zip:
91360
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$118,757,000
Total Value Change :
$11,011,000
Securities Held Change :
2
All Securities Held :
55
New Positions
:
4
Closed Positions
:
2
Increased Positions
:
34
Unchanged Positions
:
3
Decreased Positions
:
14
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
AVGO
Broadcom Limited
32
-
$1,395.29
$562,000
424
0.47%
89,000
0
0
Semiconductor- Broad...
MMI
Marcus & Millichap, Inc.
45
-
$35.54
$262,000
7,676
0.22%
-73,000
0
0.019
Real Estate Development
VOO
Vanguard S&P 500 Etf
49
-
$486.69
$242,000
503
0.2%
22,000
0
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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Summary:
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