AIM
AVDX

Aigen Investment Management’s AvidXchange AVDX Stock Holding History

Aigen Investment Management’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,842
Closed -$155K – 726
2024
Q2 		$155K Buy
+12,842
New +$147K 0.03% 654
2024
Q1 		– Sell
-15,175
Closed -$188K – 671
2023
Q4 		$188K Sell
15,175
-45,778
-75% -$457K 0.03% 676
2023
Q3 		$578K Buy
60,953
+37,522
+160% +$393K 0.11% 309
2023
Q2 		$243K Buy
+23,431
New +$211K 0.04% 556

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aigen Investment Management's AVDX Position: Q3 2024 in Review

Aigen Investment Management sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 12,842 shares — an estimated $155K sold.

Aigen Investment Management first reported a position in AVDX in Q2 2023 and held it in 4 quarters. The position peaked at $578K in Q3 2023. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Aigen Investment Management reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 12,842 AvidXchange shares in Q3 2024, an estimated $155K.
  • Aigen Investment Management first reported a position in AvidXchange in Q2 2023 and held it in 4 quarters.
  • Aigen Investment Management's AvidXchange position peaked at $578K in Q3 2023.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.