HIM
AVDX

Hillsdale Investment Management’s AvidXchange AVDX Stock Holding History

Hillsdale Investment Management’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
-480
Closed -$5.79K – 598
2024
Q2 		$5.79K Hold
480
– – ﹤0.01% 548
2024
Q1 		$6.31K Buy
+480
New +$5.76K ﹤0.01% 534
2023
Q4 		– Sell
-274,000
Closed -$2.6M – 567
2023
Q3 		$2.6M Sell
274,000
-36,400
-12% -$381K 0.24% 154
2023
Q2 		$3.22M Sell
310,400
-120,100
-28% -$1.08M 0.3% 138
2023
Q1 		$3.36M Buy
+430,500
New +$4.14M 0.29% 127

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 $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hillsdale Investment Management's AVDX Position: Q3 2024 in Review

Hillsdale Investment Management sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 480 shares — an estimated $5.79K sold.

Hillsdale Investment Management first reported a position in AVDX in Q1 2023 and held it in 5 quarters. The position peaked at $3.36M in Q1 2023. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Hillsdale Investment Management reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 480 AvidXchange shares in Q3 2024, an estimated $5.79K.
  • Hillsdale Investment Management first reported a position in AvidXchange in Q1 2023 and held it in 5 quarters.
  • Hillsdale Investment Management's AvidXchange position peaked at $3.36M in Q1 2023.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.