Washington Trust Advisors’s AvePoint AVPT Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-326	Closed	-$4.89K	–	595
2025 Q3	$4.89K	Buy	326 +42	+15%	+$705	﹤0.01%	620
2025 Q2	$5.48K	Hold	284	–	–	﹤0.01%	559
2025 Q1	$4.1K	Hold	284	–	–	﹤0.01%	566
2024 Q4	$4.69K	Hold	284	–	–	﹤0.01%	581
2024 Q3	$3.34K	Hold	284	–	–	﹤0.01%	611
2024 Q2	$2.96K	Hold	284	–	–	﹤0.01%	613
2024 Q1	$2.25K	Hold	284	–	–	﹤0.01%	635
2023 Q4	$2.33K	Hold	284	–	–	﹤0.01%	638
2023 Q3	$1.91K	Sell	284 -255	-47%	-$1.61K	﹤0.01%	645
2023 Q2	$3.1K	Hold	539	–	–	﹤0.01%	598
2023 Q1	$2.22K	Hold	539	–	–	﹤0.01%	715
2022 Q4	$2.21K	Hold	539	–	–	﹤0.01%	718
2022 Q3	$2K	Hold	539	–	–	﹤0.01%	839
2022 Q2	$2K	Hold	539	–	–	﹤0.01%	862
2022 Q1	$3K	Buy	539 +328	+155%	+$1.88K	﹤0.01%	885
2021 Q4	$1K	Buy	+211	New	+$1.63K	﹤0.01%	977

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 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 $3.38T AUM 44.17% 1-Year Est. Return

Washington Trust Advisors's AVPT Position: Q4 2025 in Review

Washington Trust Advisors sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 326 shares — an estimated $4.89K sold.

Washington Trust Advisors first reported a position in AVPT in Q4 2021 and held it in 16 quarters. The position peaked at $5.48K in Q2 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

Washington Trust Advisors reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 326 AvePoint shares in Q4 2025, an estimated $4.89K.
Washington Trust Advisors first reported a position in AvePoint in Q4 2021 and held it in 16 quarters.
Washington Trust Advisors's AvePoint position peaked at $5.48K in Q2 2025.
251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.