Fortitude Family Office’s AvidXchange AVDX Stock Holding History

Fortitude Family Office’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 Q4	–	Sell	-88	Closed	-$714	–	1296
2024 Q3	$714	Buy	+88	New	+$829	﹤0.01%	1134

Other funds holding AVDX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortitude Family Office's AVDX Position: Q4 2024 in Review

Fortitude Family Office sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 88 shares — an estimated $714 sold.

Fortitude Family Office first reported a position in AVDX in Q3 2024 and held it in 1 quarter. The position peaked at $714 in Q3 2024. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

Fortitude Family Office reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
Fortitude Family Office sold 88 AvidXchange shares in Q4 2024, an estimated $714.
Fortitude Family Office first reported a position in AvidXchange in Q3 2024 and held it in 1 quarter.
Fortitude Family Office's AvidXchange position peaked at $714 in Q3 2024.
202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Fortitude Family Office's 13F filing for Q4 2024, filed 10 Jan 2025.