CAS
AVDX

Coppell Advisory Solutions’s AvidXchange AVDX Stock Holding History

Coppell Advisory Solutions’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
2023
Q4 		$991 Buy
+80
New +$799 ﹤0.01% 1416

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions's AVDX Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in AvidXchange (AVDX) in Q4 2023: 80 shares worth $991. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings.

186 funds tracked by Wall St. Rank hold AVDX as of Q4 2023.

  • Coppell Advisory Solutions held 80 shares of AvidXchange worth $991 as of Q4 2023.
  • AvidXchange was a new Coppell Advisory Solutions position in Q4 2023.
  • AvidXchange made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #1416 holding.
  • 186 funds tracked by Wall St. Rank held AvidXchange as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.