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Sugarloaf Wealth Management’s AvePoint AVPT Stock Holding History

Sugarloaf 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
2020
Q4 		– Sell
-150
Closed -$2K – 718
2020
Q3 		$2K Buy
+150
New +$1.56K ﹤0.01% 604

Other funds holding AVPT

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MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $813M AUM 60.46% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $3.04B AUM 26.78% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $59.6M AUM 181.61% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sugarloaf Wealth Management's AVPT Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of AvePoint (AVPT) in Q4 2020, closing a stake of 150 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in AVPT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 53 funds tracked by Wall St. Rank hold AVPT as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining AvePoint position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 150 AvePoint shares in Q4 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in AvePoint in Q3 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's AvePoint position peaked at $2K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held AvePoint as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.