BRWA
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B. Riley Wealth Advisors’s AvePoint AVPT Stock Holding History

B. Riley Wealth 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
Q3 		– Sell
-11,600
Closed -$51K – 1454
2022
Q2 		$51K Sell
11,600
-8,350
-42% -$42.4K ﹤0.01% 1169
2022
Q1 		$105K Buy
19,950
+2,700
+16% +$15.5K ﹤0.01% 1291
2021
Q4 		$109K Sell
17,250
-28,500
-62% -$221K ﹤0.01% 1335
2021
Q3 		$389K Buy
+45,750
New +$455K 0.01% 908
2021
Q2 		– Sell
-46,050
Closed -$511K – 1376
2021
Q1 		$511K Buy
46,050
+8,650
+23% +$121K 0.02% 723
2020
Q4 		$562K Buy
+37,400
New +$448K 0.03% 502

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $588M AUM 125.01% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $176M AUM 41.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BL
BWCP LP Dallas, Texas $656M AUM 41.58% 1-Year Est. Return