Twin Peaks Wealth Advisors’s AvePoint AVPT Stock Holding History

Twin Peaks 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
2026 Q2	–	Sell	-18	Closed	-$171	–	396
2026 Q1	$171	Buy	+18	New	+$203	﹤0.01%	2192
2025 Q3	–	Sell	-18	Closed	-$268	–	330
2025 Q2	$268	Buy	+18	New	+$312	﹤0.01%	2007

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

Twin Peaks Wealth Advisors's AVPT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 18 shares — an estimated $171 sold.

Twin Peaks Wealth Advisors first reported a position in AVPT in Q2 2025 and held it in 2 quarters. The position peaked at $268 in Q2 2025. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 18 AvePoint shares in Q2 2026, an estimated $171.
Twin Peaks Wealth Advisors first reported a position in AvePoint in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's AvePoint position peaked at $268 in Q2 2025.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.