CWM
AVID

Congress Wealth Management’s Avid Technology Inc AVID Stock Holding History

Congress Wealth Management’s Portfolio AVID Stock Details AVID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-146,840
Closed -$4.7M – 585
2023
Q1 		$4.7M Buy
146,840
+22,828
+18% +$675K 0.11% 194
2022
Q4 		$3.3M Sell
124,012
-24,566
-17% -$647K 0.08% 216
2022
Q3 		$3.46M Sell
148,578
-1,243
-0.8% -$32.4K 0.09% 215
2022
Q2 		$3.89M Sell
149,821
-6,179
-4% -$180K 0.1% 210
2022
Q1 		$5.44M Buy
156,000
+19,060
+14% +$592K 0.12% 196
2021
Q4 		$4.46M Buy
+136,940
New +$4.26M 0.09% 237

Other funds holding AVID

IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Congress Wealth Management's AVID Position: Q2 2023 in Review

Congress Wealth Management sold out of Avid Technology Inc (AVID) in Q2 2023, closing a stake of 146,840 shares — an estimated $4.7M sold.

Congress Wealth Management first reported a position in AVID in Q4 2021 and held it in 6 quarters. The position peaked at $5.44M in Q1 2022. 152 funds tracked by Wall St. Rank hold AVID as of Q2 2023.

  • Congress Wealth Management reported no remaining Avid Technology Inc position as of Q2 2023 after selling out during the quarter.
  • Congress Wealth Management sold 146,840 Avid Technology Inc shares in Q2 2023, an estimated $4.7M.
  • Congress Wealth Management first reported a position in Avid Technology Inc in Q4 2021 and held it in 6 quarters.
  • Congress Wealth Management's Avid Technology Inc position peaked at $5.44M in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Avid Technology Inc as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.