PWM
AVPT icon

Parkworth Wealth Management’s AvePoint AVPT Stock Holding History

Parkworth Wealth 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
2025
Q2 		$1.35K Hold
70
– – ﹤0.01% 343
2025
Q1 		$1.01K Hold
70
– – ﹤0.01% 256
2024
Q4 		$1.16K Buy
+70
New +$1.06K ﹤0.01% 256

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Parkworth Wealth Management's AVPT Position: Q2 2025 in Review

Parkworth Wealth Management held its AvePoint (AVPT) position steady in Q2 2025 at 70 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Parkworth Wealth Management first reported a position in AVPT in Q4 2024 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

  • Parkworth Wealth Management held 70 shares of AvePoint worth $1.35K as of Q2 2025.
  • Parkworth Wealth Management left its AvePoint share count unchanged in Q2 2025.
  • AvePoint made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #343 holding.
  • Parkworth Wealth Management first reported a position in AvePoint in Q4 2024 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.