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Harvest Investment Services’s AvePoint AVPT Stock Holding History

Harvest Investment Services’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
2025
Q1 		– Sell
-51,818
Closed -$856K – 286
2024
Q4 		$856K Buy
+51,818
New +$787K 0.21% 117

Other funds holding AVPT

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Harvest Investment Services's AVPT Position: Q1 2025 in Review

Harvest Investment Services sold out of AvePoint (AVPT) in Q1 2025, closing a stake of 51,818 shares — an estimated $856K sold.

Harvest Investment Services first reported a position in AVPT in Q4 2024 and held it in 1 quarter. The position peaked at $856K in Q4 2024. 254 funds tracked by Wall St. Rank hold AVPT as of Q1 2025.

  • Harvest Investment Services reported no remaining AvePoint position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 51,818 AvePoint shares in Q1 2025, an estimated $856K.
  • Harvest Investment Services first reported a position in AvePoint in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's AvePoint position peaked at $856K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.