Ameriprise
AVPT icon

Ameriprise’s AvePoint AVPT Stock Holding History

Ameriprise’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
2026
Q1 		– Sell
-72,044
Closed -$1M – 4058
2025
Q4 		$1M Sell
72,044
-16,026
-18% -$221K ﹤0.01% 3329
2025
Q3 		$1.32M Sell
88,070
-4,551
-5% -$76.4K ﹤0.01% 3221
2025
Q2 		$1.79M Buy
92,621
+57,495
+164% +$997K ﹤0.01% 3000
2025
Q1 		$507K Sell
35,126
-10,625
-23% -$178K ﹤0.01% 3479
2024
Q4 		$755K Buy
45,751
+33,801
+283% +$513K ﹤0.01% 3367
2024
Q3 		$141K Sell
11,950
-338
-3% -$3.7K ﹤0.01% 3794
2024
Q2 		$128K Buy
+12,288
New +$107K ﹤0.01% 3749

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return