Evolution Wealth Advisors’s AvePoint AVPT Stock Holding History

Evolution 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
2021 Q4	–	Sell	-500	Closed	-$4K	–	183
2021 Q3	$4K	Buy	+500	New	+$4.97K	﹤0.01%	538

Other funds holding AVPT

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

MAC

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

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

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

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

Evolution Wealth Advisors's AVPT Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AvePoint (AVPT) in Q4 2021, closing a stake of 500 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in AVPT in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 78 funds tracked by Wall St. Rank hold AVPT as of Q4 2021.

Evolution Wealth Advisors reported no remaining AvePoint position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 500 AvePoint shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in AvePoint in Q3 2021 and held it in 1 quarter.
Evolution Wealth Advisors's AvePoint position peaked at $4K in Q3 2021.
78 funds tracked by Wall St. Rank held AvePoint as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.