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Tradition Wealth Management’s AvePoint AVPT Stock Holding History

Tradition 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
2021
Q1 		– Sell
-768
Closed -$12K – 810
2020
Q4 		$12K Buy
+768
New +$9.2K ﹤0.01% 681

Other funds holding AVPT

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tradition Wealth Management's AVPT Position: Q1 2021 in Review

Tradition Wealth Management sold out of AvePoint (AVPT) in Q1 2021, closing a stake of 768 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in AVPT in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 37 funds tracked by Wall St. Rank hold AVPT as of Q1 2021.

  • Tradition Wealth Management reported no remaining AvePoint position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 768 AvePoint shares in Q1 2021, an estimated $12K.
  • Tradition Wealth Management first reported a position in AvePoint in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's AvePoint position peaked at $12K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held AvePoint as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.