Bay Harbor Wealth Management’s AvidXchange AVDX Stock Holding History

Bay Harbor Wealth 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
2025 Q4	–	Sell	-1	Closed	-$9	–	1316
2025 Q3	$9	Hold	1	–	–	﹤0.01%	1286
2025 Q2	$9	Buy	+1	New	+$9	﹤0.01%	1268

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bay Harbor Wealth Management's AVDX Position: Q4 2025 in Review

Bay Harbor Wealth Management sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 1 share — an estimated $9 sold.

Bay Harbor Wealth Management first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $9 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Bay Harbor Wealth Management reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 1 AvidXchange share in Q4 2025, an estimated $9.
Bay Harbor Wealth Management first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
Bay Harbor Wealth Management's AvidXchange position peaked at $9 in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.