National Bank of Canada
AVDX

National Bank of Canada’s AvidXchange AVDX Stock Holding History

National Bank of Canada’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
Q1 		– Sell
-4,511
Closed -$54.5K – 2734
2023
Q4 		$54.5K Buy
+4,511
New +$45.1K ﹤0.01% 1741

Other funds holding AVDX

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

National Bank of Canada's AVDX Position: Q1 2024 in Review

National Bank of Canada sold out of AvidXchange (AVDX) in Q1 2024, closing a stake of 4,511 shares — an estimated $54.5K sold.

National Bank of Canada first reported a position in AVDX in Q4 2023 and held it in 1 quarter. The position peaked at $54.5K in Q4 2023. 193 funds tracked by Wall St. Rank hold AVDX as of Q1 2024.

  • National Bank of Canada reported no remaining AvidXchange position as of Q1 2024 after selling out during the quarter.
  • National Bank of Canada sold 4,511 AvidXchange shares in Q1 2024, an estimated $54.5K.
  • National Bank of Canada first reported a position in AvidXchange in Q4 2023 and held it in 1 quarter.
  • National Bank of Canada's AvidXchange position peaked at $54.5K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held AvidXchange as of Q1 2024.

Based on National Bank of Canada's 13F filing for Q1 2024, filed 13 May 2024.