TD Private Client Wealth’s AvePoint AVPT Stock Holding History

TD Private Client Wealth’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
2026 Q2	–	Sell	-49	Closed	-$466	–	1707
2026 Q1	$466	Hold	49	–	–	﹤0.01%	1497
2025 Q4	$681	Buy	+49	New	+$677	﹤0.01%	1445

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

TD Private Client Wealth's AVPT Position: Q2 2026 in Review

TD Private Client Wealth sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 49 shares — an estimated $466 sold.

TD Private Client Wealth first reported a position in AVPT in Q4 2025 and held it in 2 quarters. The position peaked at $681 in Q4 2025. 254 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

TD Private Client Wealth reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
TD Private Client Wealth sold 49 AvePoint shares in Q2 2026, an estimated $466.
TD Private Client Wealth first reported a position in AvePoint in Q4 2025 and held it in 2 quarters.
TD Private Client Wealth's AvePoint position peaked at $681 in Q4 2025.
254 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.