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 $362M AUM 20.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Parsifal Capital Management Greenwich, Connecticut $775M AUM 28.52% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return