Reducing Audinate in Model Growth Portfolio
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When we increased our maximum recommended portfolio weighting for Audinate from 3% to 4% a few weeks ago, we highlighted that we'd probably take some profit if it got much above 5%; and here we are, with the stock gaining another 10% since that update to put its weighting at about 5.1%. As a result, we're selling 2,000 shares, or about a fifth of the holding, from our Model Growth Portfolio at $7.29, to bring the weighting back closer to 4%.
Disclosure: The author owns shares in Audinate.
Note: Our Model Growth Portfolio owns shares in Audinate.
Note: The Intelligent Investor Equity Growth Fund owns shares in Audinate.
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