HGERS
AVDX

Householder Group Estate & Retirement Specialist’s AvidXchange AVDX Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		– Sell
-1,000
Closed -$9K – 1214
2022
Q4 		$9K Hold
1,000
– – 0.01% 231
2022
Q3 		$8K Buy
+1,000
New +$7.75K ﹤0.01% 771

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AVDX Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist sold out of AvidXchange (AVDX) in Q1 2023, closing a stake of 1,000 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in AVDX in Q3 2022 and held it in 2 quarters. The position peaked at $9K in Q4 2022. 155 funds tracked by Wall St. Rank hold AVDX as of Q1 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining AvidXchange position as of Q1 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,000 AvidXchange shares in Q1 2023, an estimated $9K.
  • Householder Group Estate & Retirement Specialist first reported a position in AvidXchange in Q3 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's AvidXchange position peaked at $9K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held AvidXchange as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.