BSW
AVDX

Buckingham Strategic Wealth’s AvidXchange AVDX Stock Holding History

Buckingham Strategic Wealth’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
2022
Q3 		– Sell
-10,000
Closed -$61K – 613
2022
Q2 		$61K Buy
+10,000
New +$79.4K ﹤0.01% 582

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
FG
Foundry Group Boulder, Colorado $209M AUM 47.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Buckingham Strategic Wealth's AVDX Position: Q3 2022 in Review

Buckingham Strategic Wealth sold out of AvidXchange (AVDX) in Q3 2022, closing a stake of 10,000 shares — an estimated $61K sold.

Buckingham Strategic Wealth first reported a position in AVDX in Q2 2022 and held it in 1 quarter. The position peaked at $61K in Q2 2022. 123 funds tracked by Wall St. Rank hold AVDX as of Q3 2022.

  • Buckingham Strategic Wealth reported no remaining AvidXchange position as of Q3 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,000 AvidXchange shares in Q3 2022, an estimated $61K.
  • Buckingham Strategic Wealth first reported a position in AvidXchange in Q2 2022 and held it in 1 quarter.
  • Buckingham Strategic Wealth's AvidXchange position peaked at $61K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held AvidXchange as of Q3 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.