JP Morgan Private Wealth Advisors’s AvePoint AVPT Stock Holding History

JP Morgan Private 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
2023 Q1	–	Sell	-32,592	Closed	-$134K	–	1941
2022 Q4	$134K	Hold	32,592	–	–	﹤0.01%	1868
2022 Q3	$131K	Hold	32,592	–	–	﹤0.01%	1858
2022 Q2	$141K	Hold	32,592	–	–	﹤0.01%	1859
2022 Q1	$171K	Hold	32,592	–	–	﹤0.01%	1930
2021 Q4	$205K	Hold	32,592	–	–	﹤0.01%	1900
2021 Q3	$277K	Buy	+32,592	New	+$324K	﹤0.01%	1725

Other funds holding AVPT

SSP

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

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

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

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AVPT Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of AvePoint (AVPT) in Q1 2023, closing a stake of 32,592 shares — an estimated $134K sold.

JP Morgan Private Wealth Advisors first reported a position in AVPT in Q3 2021 and held it in 6 quarters. The position peaked at $277K in Q3 2021. 96 funds tracked by Wall St. Rank hold AVPT as of Q1 2023.

JP Morgan Private Wealth Advisors reported no remaining AvePoint position as of Q1 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 32,592 AvePoint shares in Q1 2023, an estimated $134K.
JP Morgan Private Wealth Advisors first reported a position in AvePoint in Q3 2021 and held it in 6 quarters.
JP Morgan Private Wealth Advisors's AvePoint position peaked at $277K in Q3 2021.
96 funds tracked by Wall St. Rank held AvePoint as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.