Cerity Partners’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$715K Sell
37,025
-33,429
-47% -$646K ﹤0.01% 1684
2025
Q1
$1.02M Buy
70,454
+29,034
+70% +$419K ﹤0.01% 1415
2024
Q4
$496K Sell
41,420
-79
-0.2% -$947 ﹤0.01% 1765
2024
Q3
$488K Buy
41,499
+2,571
+7% +$30.3K ﹤0.01% 1783
2024
Q2
$406K Buy
+38,928
New +$406K ﹤0.01% 1646