Ken Fisher
AVPT icon

Ken Fisher’s AvePoint AVPT Stock Holding History

Ken Fisher’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
Q3 		– Sell
-27,387
Closed -$158K – 1173
2023
Q2 		$158K Buy
+27,387
New +$144K ﹤0.01% 1045

Other funds holding AVPT

AI
Anchor IV Singapore $196M AUM 75.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ken Fisher's AVPT Position: Q3 2023 in Review

Ken Fisher sold out of AvePoint (AVPT) in Q3 2023, closing a stake of 27,387 shares — an estimated $158K sold.

Ken Fisher first reported a position in AVPT in Q2 2023 and held it in 1 quarter. The position peaked at $158K in Q2 2023. 106 funds tracked by Wall St. Rank hold AVPT as of Q3 2023.

  • Ken Fisher reported no remaining AvePoint position as of Q3 2023 after selling out during the quarter.
  • Ken Fisher sold 27,387 AvePoint shares in Q3 2023, an estimated $158K.
  • Ken Fisher first reported a position in AvePoint in Q2 2023 and held it in 1 quarter.
  • Ken Fisher's AvePoint position peaked at $158K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held AvePoint as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.