IIC
AVDX

Integrated Investment Consultants’s AvidXchange AVDX Stock Holding History

Integrated Investment Consultants’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
-24,290
Closed -$24.3K – 307
2024
Q3 		$24.3K Buy
+24,290
New +$229K 0.01% 330

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SM
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Investment Consultants's AVDX Position: Q4 2024 in Review

Integrated Investment Consultants sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 24,290 shares — an estimated $24.3K sold.

Integrated Investment Consultants first reported a position in AVDX in Q3 2024 and held it in 1 quarter. The position peaked at $24.3K in Q3 2024. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Integrated Investment Consultants reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 24,290 AvidXchange shares in Q4 2024, an estimated $24.3K.
  • Integrated Investment Consultants first reported a position in AvidXchange in Q3 2024 and held it in 1 quarter.
  • Integrated Investment Consultants's AvidXchange position peaked at $24.3K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.