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Toth Financial Advisory’s AvePoint AVPT Stock Holding History

Toth Financial 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
Q4 		– Sell
-60
Closed -$901 – 929
2025
Q3 		$901 Hold
60
– – ﹤0.01% 744
2025
Q2 		$1.16K Sell
60
-60
-50% -$1.04K ﹤0.01% 694
2025
Q1 		$1.73K Hold
120
– – ﹤0.01% 614
2024
Q4 		$1.98K Hold
120
– – ﹤0.01% 587
2024
Q3 		$1.41K Buy
+120
New +$1.31K ﹤0.01% 642

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Toth Financial Advisory's AVPT Position: Q4 2025 in Review

Toth Financial Advisory sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 60 shares — an estimated $901 sold.

Toth Financial Advisory first reported a position in AVPT in Q3 2024 and held it in 5 quarters. The position peaked at $1.98K in Q4 2024. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Toth Financial Advisory reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 60 AvePoint shares in Q4 2025, an estimated $901.
  • Toth Financial Advisory first reported a position in AvePoint in Q3 2024 and held it in 5 quarters.
  • Toth Financial Advisory's AvePoint position peaked at $1.98K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Toth Financial Advisory's 13F filing for Q4 2025, filed 20 Jan 2026.