LWCFA
AVPT icon

Loring Wolcott & Coolidge Fiduciary Advisors’s AvePoint AVPT Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2025
Q2 		– Sell
-819
Closed -$12.4K – 528
2025
Q1 		$12.4K Buy
+819
New +$13.8K ﹤0.01% 471

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AVPT Position: Q2 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AvePoint (AVPT) in Q2 2025, closing a stake of 819 shares — an estimated $12.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVPT in Q1 2025 and held it in 1 quarter. The position peaked at $12.4K in Q1 2025. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AvePoint position as of Q2 2025 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 819 AvePoint shares in Q2 2025, an estimated $12.4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AvePoint in Q1 2025 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AvePoint position peaked at $12.4K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.