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Pinnacle Wealth Management’s AvePoint AVPT Stock Holding History

Pinnacle 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 		– Sell
-42,150
Closed -$609K – 41
2025
Q1 		$609K Buy
+42,150
New +$708K 0.69% 38

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

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

Pinnacle Wealth Management sold out of AvePoint (AVPT) in Q2 2025, closing a stake of 42,150 shares — an estimated $609K sold.

Pinnacle Wealth Management first reported a position in AVPT in Q1 2025 and held it in 1 quarter. The position peaked at $609K in Q1 2025. 245 funds tracked by Wall St. Rank hold AVPT as of Q2 2025.

  • Pinnacle Wealth Management reported no remaining AvePoint position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Wealth Management sold 42,150 AvePoint shares in Q2 2025, an estimated $609K.
  • Pinnacle Wealth Management first reported a position in AvePoint in Q1 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management's AvePoint position peaked at $609K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held AvePoint as of Q2 2025.

Based on Pinnacle Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.