SEI Investments’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Sell
68,798
-23,412
-25% -$452K ﹤0.01% 1809
2025
Q1
$1.33M Sell
92,210
-67,311
-42% -$972K ﹤0.01% 1790
2024
Q4
$2.63M Sell
159,521
-46,612
-23% -$770K ﹤0.01% 1574
2024
Q3
$2.43M Buy
206,133
+61,903
+43% +$729K ﹤0.01% 1603
2024
Q2
$1.5M Buy
+144,230
New +$1.5M ﹤0.01% 1753
2024
Q1
Sell
-52,257
Closed -$429K 2626
2023
Q4
$429K Buy
+52,257
New +$429K ﹤0.01% 2163