Massachusetts Financial Services
AVDX

Massachusetts Financial Services’s AvidXchange AVDX Stock Holding History

Massachusetts Financial Services’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
-1,821,585
Closed -$22M – 851
2024
Q2 		$22M Buy
1,821,585
+46,791
+3% +$534K 0.01% 573
2024
Q1 		$23.3M Sell
1,774,794
-8,481
-0.5% -$102K 0.01% 563
2023
Q4 		$22.1M Buy
1,783,275
+352,540
+25% +$3.52M 0.01% 559
2023
Q3 		$13.6M Buy
+1,430,735
New +$15M ﹤0.01% 606

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 $5.72T AUM 30.48% 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 $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services's AVDX Position: Q3 2024 in Review

Massachusetts Financial Services sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 1,821,585 shares — an estimated $22M sold.

Massachusetts Financial Services first reported a position in AVDX in Q3 2023 and held it in 4 quarters. The position peaked at $23.3M in Q1 2024. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Massachusetts Financial Services reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 1,821,585 AvidXchange shares in Q3 2024, an estimated $22M.
  • Massachusetts Financial Services first reported a position in AvidXchange in Q3 2023 and held it in 4 quarters.
  • Massachusetts Financial Services's AvidXchange position peaked at $23.3M in Q1 2024.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Massachusetts Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.