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Steward Partners Investment Advisory’s AvePoint AVPT Stock Holding History

Steward Partners Investment Advisory’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
-4,704
Closed -$90.8K – 4267
2025
Q2 		$90.8K Sell
4,704
-679
-13% -$11.8K ﹤0.01% 2170
2025
Q1 		$77.7K Sell
5,383
-768
-12% -$12.9K ﹤0.01% 2162
2024
Q4 		$102K Sell
6,151
-1,865
-23% -$28.3K ﹤0.01% 1975
2024
Q3 		$94.3K Buy
+8,016
New +$87.8K ﹤0.01% 1905

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
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's AVPT Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of AvePoint (AVPT) in Q3 2025, closing a stake of 4,704 shares — an estimated $90.8K sold.

Steward Partners Investment Advisory first reported a position in AVPT in Q3 2024 and held it in 4 quarters. The position peaked at $102K in Q4 2024. 240 funds tracked by Wall St. Rank hold AVPT as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining AvePoint position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 4,704 AvePoint shares in Q3 2025, an estimated $90.8K.
  • Steward Partners Investment Advisory first reported a position in AvePoint in Q3 2024 and held it in 4 quarters.
  • Steward Partners Investment Advisory's AvePoint position peaked at $102K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held AvePoint as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.