DPW
AVDX

DiNuzzo Private Wealth’s AvidXchange AVDX Stock Holding History

DiNuzzo Private 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
2025
Q1 		– Sell
-2
Closed -$21 – 1387
2024
Q4 		$21 Sell
2
-2
-50% -$20 ﹤0.01% 1398
2024
Q3 		$33 Sell
4
-4
-50% -$38 ﹤0.01% 1417
2024
Q2 		$97 Hold
8
– – ﹤0.01% 1347
2024
Q1 		$106 Hold
8
– – ﹤0.01% 1280
2023
Q4 		$100 Buy
+8
New +$80 ﹤0.01% 1322

Other funds holding AVDX

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
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

DiNuzzo Private Wealth's AVDX Position: Q1 2025 in Review

DiNuzzo Private Wealth sold out of AvidXchange (AVDX) in Q1 2025, closing a stake of 2 shares — an estimated $21 sold.

DiNuzzo Private Wealth first reported a position in AVDX in Q4 2023 and held it in 5 quarters. The position peaked at $106 in Q1 2024. 209 funds tracked by Wall St. Rank hold AVDX as of Q1 2025.

  • DiNuzzo Private Wealth reported no remaining AvidXchange position as of Q1 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 2 AvidXchange shares in Q1 2025, an estimated $21.
  • DiNuzzo Private Wealth first reported a position in AvidXchange in Q4 2023 and held it in 5 quarters.
  • DiNuzzo Private Wealth's AvidXchange position peaked at $106 in Q1 2024.
  • 209 funds tracked by Wall St. Rank held AvidXchange as of Q1 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.