DI
AVDX

Disciplined Investments’s AvidXchange AVDX Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-3
Closed -$31 – 221
2023
Q2 		$31 Buy
3
+1
+50% +$9 ﹤0.01% 1680
2023
Q1 		$16 Buy
+2
New +$19 ﹤0.01% 1675

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Disciplined Investments's AVDX Position: Q3 2023 in Review

Disciplined Investments sold out of AvidXchange (AVDX) in Q3 2023, closing a stake of 3 shares — an estimated $31 sold.

Disciplined Investments first reported a position in AVDX in Q1 2023 and held it in 2 quarters. The position peaked at $31 in Q2 2023. 170 funds tracked by Wall St. Rank hold AVDX as of Q3 2023.

  • Disciplined Investments reported no remaining AvidXchange position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 3 AvidXchange shares in Q3 2023, an estimated $31.
  • Disciplined Investments first reported a position in AvidXchange in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's AvidXchange position peaked at $31 in Q2 2023.
  • 170 funds tracked by Wall St. Rank held AvidXchange as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.