Evoke Wealth’s AvidXchange AVDX Stock Holding History

Evoke 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
2022 Q4	–	Sell	-295	Closed	-$2K	–	419
2022 Q3	$2K	Hold	295	–	–	﹤0.01%	1010
2022 Q2	$2K	Buy	+295	New	+$2.34K	﹤0.01%	1021

Other funds holding AVDX

BCVI

Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

FGN

Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Evoke Wealth's AVDX Position: Q4 2022 in Review

Evoke Wealth sold out of AvidXchange (AVDX) in Q4 2022, closing a stake of 295 shares — an estimated $2K sold.

Evoke Wealth first reported a position in AVDX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 132 funds tracked by Wall St. Rank hold AVDX as of Q4 2022.

Evoke Wealth reported no remaining AvidXchange position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 295 AvidXchange shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in AvidXchange in Q2 2022 and held it in 2 quarters.
Evoke Wealth's AvidXchange position peaked at $2K in Q3 2022.
132 funds tracked by Wall St. Rank held AvidXchange as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.