Rockefeller Capital Management’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$413K Buy
43,453
+5,832
+16% +$65.7K ﹤0.01% 2087
2025
Q4
$523K Buy
37,621
+8,925
+31% +$123K ﹤0.01% 1879
2025
Q3
$431K Buy
28,696
+13,420
+88% +$225K ﹤0.01% 1839
2025
Q2
$295K Buy
+15,276
New +$265K ﹤0.01% 1656
2025
Q1
Sell
-22,791
Closed -$376K 1665
2024
Q4
$376K Buy
22,791
+35
+0.2% +$532 ﹤0.01% 1552
2024
Q3
$268K Sell
22,756
-230
-1% -$2.52K ﹤0.01% 1559
2024
Q2
$240K Buy
+22,986
New +$199K ﹤0.01% 1600
2022
Q3
Sell
-1,552
Closed -$6K 3877
2022
Q2
$6K Buy
+1,552
New +$7.88K ﹤0.01% 3342

Other funds holding AVPT