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Sheets Smith Wealth Management’s AvePoint AVPT Stock Holding History

Sheets Smith 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
Q3 		– Sell
-43,481
Closed -$840K – 404
2025
Q2 		$840K Hold
43,481
– – 0.1% 195
2025
Q1 		$628K Hold
43,481
– – 0.08% 216
2024
Q4 		$718K Buy
43,481
+6,329
+17% +$96.1K 0.09% 198
2024
Q3 		$437K Buy
37,152
+14,614
+65% +$160K 0.05% 269
2024
Q2 		$235K Buy
+22,538
New +$195K 0.03% 348

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sheets Smith Wealth Management's AVPT Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of AvePoint (AVPT) in Q3 2025, closing a stake of 43,481 shares — an estimated $840K sold.

Sheets Smith Wealth Management first reported a position in AVPT in Q2 2024 and held it in 5 quarters. The position peaked at $840K in Q2 2025. 240 funds tracked by Wall St. Rank hold AVPT as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining AvePoint position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 43,481 AvePoint shares in Q3 2025, an estimated $840K.
  • Sheets Smith Wealth Management first reported a position in AvePoint in Q2 2024 and held it in 5 quarters.
  • Sheets Smith Wealth Management's AvePoint position peaked at $840K in Q2 2025.
  • 240 funds tracked by Wall St. Rank held AvePoint as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.