ISL
AVPT icon

Ingalls & Snyder LLC’s AvePoint AVPT Stock Holding History

Ingalls & Snyder LLC’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
2026
Q1 		$1.83M Sell
192,911
-1,385
-0.7% -$15.6K 0.07% 163
2025
Q4 		$2.7M Buy
194,296
+3,611
+2% +$49.9K 0.1% 134
2025
Q3 		$2.86M Sell
190,685
-300
-0.2% -$5.04K 0.09% 135
2025
Q2 		$3.69M Sell
190,985
-900
-0.5% -$15.6K 0.13% 111
2025
Q1 		$2.77M Buy
191,885
+10,775
+6% +$181K 0.09% 126
2024
Q4 		$2.99M Sell
181,110
-15,985
-8% -$243K 0.12% 119
2024
Q3 		$2.32M Buy
197,095
+13,106
+7% +$144K 0.09% 139
2024
Q2 		$1.92M Sell
183,989
-5,230
-3% -$45.4K 0.08% 146
2024
Q1 		$1.5M Buy
189,219
+12,879
+7% +$101K 0.07% 173
2023
Q4 		$1.45M Sell
176,340
-33
-0% -$258 0.07% 170
2023
Q3 		$1.19M Buy
176,373
+32,146
+22% +$203K 0.06% 193
2023
Q2 		$831K Sell
144,227
-1,880
-1% -$9.9K 0.04% 232
2023
Q1 		$602K Sell
146,107
-5,037
-3% -$22.7K 0.03% 255
2022
Q4 		$621K Sell
151,144
-2,203
-1% -$9.43K 0.03% 253
2022
Q3 		$615K Buy
153,347
+3,650
+2% +$17.2K 0.03% 246
2022
Q2 		$650K Buy
149,697
+27,030
+22% +$137K 0.03% 246
2022
Q1 		$645K Buy
122,667
+32,142
+36% +$184K 0.03% 276
2021
Q4 		$569K Buy
90,525
+47,985
+113% +$372K 0.03% 294
2021
Q3 		$361K Buy
+42,540
New +$423K 0.02% 353

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return