Mackenzie Financial’s AvePoint AVPT Stock Holding History

Mackenzie Financial’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 Q4	–	Sell	-16,694	Closed	-$108K	–	1505
2023 Q3	$108K	Buy	+16,694	New	+$105K	﹤0.01%	1343

Other funds holding AVPT

Anchor IV Singapore $196M AUM 75.15% 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

SSP

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

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mackenzie Financial's AVPT Position: Q4 2023 in Review

Mackenzie Financial sold out of AvePoint (AVPT) in Q4 2023, closing a stake of 16,694 shares — an estimated $108K sold.

Mackenzie Financial first reported a position in AVPT in Q3 2023 and held it in 1 quarter. The position peaked at $108K in Q3 2023. 125 funds tracked by Wall St. Rank hold AVPT as of Q4 2023.

Mackenzie Financial reported no remaining AvePoint position as of Q4 2023 after selling out during the quarter.
Mackenzie Financial sold 16,694 AvePoint shares in Q4 2023, an estimated $108K.
Mackenzie Financial first reported a position in AvePoint in Q3 2023 and held it in 1 quarter.
Mackenzie Financial's AvePoint position peaked at $108K in Q3 2023.
125 funds tracked by Wall St. Rank held AvePoint as of Q4 2023.

Based on Mackenzie Financial's 13F filing for Q4 2023, filed 30 Jan 2024.