HFS
AVPT icon

Howard Financial Services’s AvePoint AVPT Stock Holding History

Howard Financial 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
2022
Q4 		– Sell
-19,000
Closed -$76K – 142
2022
Q3 		$76K Sell
19,000
-500
-3% -$2.36K 0.02% 126
2022
Q2 		$85K Sell
19,500
-500
-3% -$2.54K 0.03% 121
2022
Q1 		$105K Buy
+20,000
New +$115K 0.03% 132

Other funds holding AVPT

SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 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
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Howard Financial Services's AVPT Position: Q4 2022 in Review

Howard Financial Services sold out of AvePoint (AVPT) in Q4 2022, closing a stake of 19,000 shares — an estimated $76K sold.

Howard Financial Services first reported a position in AVPT in Q1 2022 and held it in 3 quarters. The position peaked at $105K in Q1 2022. 95 funds tracked by Wall St. Rank hold AVPT as of Q4 2022.

  • Howard Financial Services reported no remaining AvePoint position as of Q4 2022 after selling out during the quarter.
  • Howard Financial Services sold 19,000 AvePoint shares in Q4 2022, an estimated $76K.
  • Howard Financial Services first reported a position in AvePoint in Q1 2022 and held it in 3 quarters.
  • Howard Financial Services's AvePoint position peaked at $105K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held AvePoint as of Q4 2022.

Based on Howard Financial Services's 13F filing for Q4 2022, filed 13 Jan 2023.