BIA
AVDX

Bell Investment Advisors’s AvidXchange AVDX Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-50
Closed -$620 – 1915
2023
Q4 		$620 Hold
50
– – ﹤0.01% 1749
2023
Q3 		$474 Buy
+50
New +$524 ﹤0.01% 1816

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bell Investment Advisors's AVDX Position: Q1 2024 in Review

Bell Investment Advisors sold out of AvidXchange (AVDX) in Q1 2024, closing a stake of 50 shares — an estimated $620 sold.

Bell Investment Advisors first reported a position in AVDX in Q3 2023 and held it in 2 quarters. The position peaked at $620 in Q4 2023. 193 funds tracked by Wall St. Rank hold AVDX as of Q1 2024.

  • Bell Investment Advisors reported no remaining AvidXchange position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 50 AvidXchange shares in Q1 2024, an estimated $620.
  • Bell Investment Advisors first reported a position in AvidXchange in Q3 2023 and held it in 2 quarters.
  • Bell Investment Advisors's AvidXchange position peaked at $620 in Q4 2023.
  • 193 funds tracked by Wall St. Rank held AvidXchange as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.