CGH
AVDX

Crossmark Global Holdings’s AvidXchange AVDX Stock Holding History

Crossmark Global Holdings’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
Q3 		– Sell
-28,001
Closed -$338K – 1285
2024
Q2 		$338K Buy
28,001
+155
+0.6% +$1.77K 0.01% 1007
2024
Q1 		$366K Buy
+27,846
New +$334K 0.01% 1011

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Crossmark Global Holdings's AVDX Position: Q3 2024 in Review

Crossmark Global Holdings sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 28,001 shares — an estimated $338K sold.

Crossmark Global Holdings first reported a position in AVDX in Q1 2024 and held it in 2 quarters. The position peaked at $366K in Q1 2024. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Crossmark Global Holdings reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • Crossmark Global Holdings sold 28,001 AvidXchange shares in Q3 2024, an estimated $338K.
  • Crossmark Global Holdings first reported a position in AvidXchange in Q1 2024 and held it in 2 quarters.
  • Crossmark Global Holdings's AvidXchange position peaked at $366K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Crossmark Global Holdings's 13F filing for Q3 2024, filed 4 Nov 2024.