SGAM
Smith Group Asset Management’s AvePoint AVPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
53,904
-95
| -0.2% | -$1.83K | 0.07% | 89 |
|
|
2025
Q1 | $780K | Buy |
53,999
+168
| +0.3% | +$2.43K | 0.06% | 101 |
|
|
2024
Q4 | $889K | Buy |
53,831
+527
| +1% | +$8.7K | 0.07% | 95 |
|
|
2024
Q3 | $627K | Buy |
53,304
+10,614
| +25% | +$125K | 0.05% | 89 |
|
|
2024
Q2 | $445K | Buy |
+42,690
| New | +$445K | 0.04% | 92 |
|