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Sheaff Brock Investment Advisors’s AvePoint AVPT Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		$346K Buy
23,961
+1,117
+5% +$18.8K 0.03% 314
2024
Q4 		$377K Buy
+22,844
New +$347K 0.03% 297

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sheaff Brock Investment Advisors's AVPT Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its AvePoint (AVPT) stake by 4.9% in Q1 2025, buying an estimated $18.8K and bringing the position to 23,961 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #314.

Sheaff Brock Investment Advisors first reported a position in AVPT in Q4 2024 and has held it in 2 quarters since. The position peaked at $377K in Q4 2024. 254 funds tracked by Wall St. Rank hold AVPT as of Q1 2025.

  • Sheaff Brock Investment Advisors held 23,961 shares of AvePoint worth $346K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,117 AvePoint shares in Q1 2025, an estimated $18.8K.
  • AvePoint made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #314 holding.
  • Sheaff Brock Investment Advisors first reported a position in AvePoint in Q4 2024 and has held it in 2 quarters since.
  • Sheaff Brock Investment Advisors's AvePoint position peaked at $377K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held AvePoint as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.