MPWT
AVDX

MassMutual Private Wealth & Trust’s AvidXchange AVDX Stock Holding History

MassMutual Private Wealth & Trust’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
-98
Closed -$1.18K – 2140
2024
Q2 		$1.18K Buy
98
+31
+46% +$354 ﹤0.01% 1772
2024
Q1 		$881 Buy
+67
New +$805 ﹤0.01% 1737

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

MassMutual Private Wealth & Trust's AVDX Position: Q3 2024 in Review

MassMutual Private Wealth & Trust sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 98 shares — an estimated $1.18K sold.

MassMutual Private Wealth & Trust first reported a position in AVDX in Q1 2024 and held it in 2 quarters. The position peaked at $1.18K in Q2 2024. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • MassMutual Private Wealth & Trust reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 98 AvidXchange shares in Q3 2024, an estimated $1.18K.
  • MassMutual Private Wealth & Trust first reported a position in AvidXchange in Q1 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's AvidXchange position peaked at $1.18K in Q2 2024.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2024, filed 2 Oct 2024.