TCI Wealth Advisors’s AvePoint AVPT Stock Holding History

TCI Wealth 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
2022 Q4	–	Sell	-739	Closed	-$3K	–	2505
2022 Q3	$3K	Buy	+739	New	+$3.48K	﹤0.01%	1727

Other funds holding AVPT

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

TCI Wealth Advisors's AVPT Position: Q4 2022 in Review

TCI Wealth Advisors sold out of AvePoint (AVPT) in Q4 2022, closing a stake of 739 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in AVPT in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 95 funds tracked by Wall St. Rank hold AVPT as of Q4 2022.

TCI Wealth Advisors reported no remaining AvePoint position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 739 AvePoint shares in Q4 2022, an estimated $3K.
TCI Wealth Advisors first reported a position in AvePoint in Q3 2022 and held it in 1 quarter.
TCI Wealth Advisors's AvePoint position peaked at $3K in Q3 2022.
95 funds tracked by Wall St. Rank held AvePoint as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.