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 $579M AUM 2.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BWCP LP Dallas, Texas $700M AUM 41.68% 1-Year Est. Return

B. Riley Wealth Advisors's AVPT Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of AvePoint (AVPT) in Q3 2022, closing a stake of 11,600 shares — an estimated $51K sold.

B. Riley Wealth Advisors first reported a position in AVPT in Q4 2020 and held it in 6 quarters. The position peaked at $562K in Q4 2020. 95 funds tracked by Wall St. Rank hold AVPT as of Q3 2022.

B. Riley Wealth Advisors reported no remaining AvePoint position as of Q3 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 11,600 AvePoint shares in Q3 2022, an estimated $51K.
B. Riley Wealth Advisors first reported a position in AvePoint in Q4 2020 and held it in 6 quarters.
B. Riley Wealth Advisors's AvePoint position peaked at $562K in Q4 2020.
95 funds tracked by Wall St. Rank held AvePoint as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.