Koshinski Asset Management
AVPT icon

Koshinski Asset Management’s AvePoint AVPT Stock Holding History

Koshinski Asset Management’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
Q3 		– Sell
-16,170
Closed -$70K – 569
2022
Q2 		$70K Hold
16,170
– – 0.01% 589
2022
Q1 		$85.1K Sell
16,170
-1,000
-6% -$5.73K 0.01% 897
2021
Q4 		$108K Buy
17,170
+9,882
+136% +$76.5K 0.01% 824
2021
Q3 		$61.9K Buy
+7,288
New +$72.5K 0.01% 1025

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
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BL
BWCP LP Dallas, Texas $700M AUM 41.68% 1-Year Est. Return

Koshinski Asset Management's AVPT Position: Q3 2022 in Review

Koshinski Asset Management sold out of AvePoint (AVPT) in Q3 2022, closing a stake of 16,170 shares — an estimated $70K sold.

Koshinski Asset Management first reported a position in AVPT in Q3 2021 and held it in 4 quarters. The position peaked at $108K in Q4 2021. 95 funds tracked by Wall St. Rank hold AVPT as of Q3 2022.

  • Koshinski Asset Management reported no remaining AvePoint position as of Q3 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 16,170 AvePoint shares in Q3 2022, an estimated $70K.
  • Koshinski Asset Management first reported a position in AvePoint in Q3 2021 and held it in 4 quarters.
  • Koshinski Asset Management's AvePoint position peaked at $108K in Q4 2021.
  • 95 funds tracked by Wall St. Rank held AvePoint as of Q3 2022.

Based on Koshinski Asset Management's 13F filing for Q3 2022, filed 18 Oct 2022.