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American Portfolios Advisors’s AvePoint AVPT Stock Holding History

American Portfolios Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$629 – 3588
2021
Q4 		$629 Buy
+100
New +$774 ﹤0.01% 3384

Other funds holding AVPT

SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BL
BWCP LP Dallas, Texas $656M AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EPL
EDBI Pte Ltd Singapore $94.4M AUM 32.71% 1-Year Est. Return

American Portfolios Advisors's AVPT Position: Q1 2022 in Review

American Portfolios Advisors sold out of AvePoint (AVPT) in Q1 2022, closing a stake of 100 shares — an estimated $629 sold.

American Portfolios Advisors first reported a position in AVPT in Q4 2021 and held it in 1 quarter. The position peaked at $629 in Q4 2021. 95 funds tracked by Wall St. Rank hold AVPT as of Q1 2022.

  • American Portfolios Advisors reported no remaining AvePoint position as of Q1 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 100 AvePoint shares in Q1 2022, an estimated $629.
  • American Portfolios Advisors first reported a position in AvePoint in Q4 2021 and held it in 1 quarter.
  • American Portfolios Advisors's AvePoint position peaked at $629 in Q4 2021.
  • 95 funds tracked by Wall St. Rank held AvePoint as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.