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Heck Capital Advisors’s AvePoint AVPT Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-1,741
Closed -$25.1K – 181
2025
Q1 		$25.1K Sell
1,741
-1,741
-50% -$29.2K ﹤0.01% 185
2024
Q4 		$57.5K Buy
+3,482
New +$52.9K ﹤0.01% 345

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Heck Capital Advisors's AVPT Position: Q2 2025 in Review

Heck Capital Advisors sold out of AvePoint (AVPT) in Q2 2025, closing a stake of 1,741 shares — an estimated $25.1K sold.

Heck Capital Advisors first reported a position in AVPT in Q4 2024 and held it in 2 quarters. The position peaked at $57.5K in Q4 2024. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

  • Heck Capital Advisors reported no remaining AvePoint position as of Q2 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 1,741 AvePoint shares in Q2 2025, an estimated $25.1K.
  • Heck Capital Advisors first reported a position in AvePoint in Q4 2024 and held it in 2 quarters.
  • Heck Capital Advisors's AvePoint position peaked at $57.5K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on Heck Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.