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Wealthspire Advisors (New York)’s AvePoint AVPT Stock Holding History

Wealthspire Advisors (New York)’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
-135
Closed -$2.03K – 1186
2025
Q3 		$2.03K Buy
+135
New +$2.27K ﹤0.01% 2611

Other funds holding AVPT

A6
Anchor @ 65 Singapore $362M AUM 20.02% 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 $1.66T 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 $167B AUM 44.17% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s AVPT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AvePoint (AVPT) in Q4 2025, closing a stake of 135 shares — an estimated $2.03K sold.

Wealthspire Advisors (New York) first reported a position in AVPT in Q3 2025 and held it in 1 quarter. The position peaked at $2.03K in Q3 2025. 251 funds tracked by Wall St. Rank hold AVPT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AvePoint position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 135 AvePoint shares in Q4 2025, an estimated $2.03K.
  • Wealthspire Advisors (New York) first reported a position in AvePoint in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AvePoint position peaked at $2.03K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held AvePoint as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.