Northwestern Mutual Wealth Management
AVDX

Northwestern Mutual Wealth Management’s AvidXchange AVDX Stock Holding History

Northwestern Mutual Wealth Management’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
Closed -$10 – 3362
2022
Q4 		$10 Buy
+1
New +$9 ﹤0.01% 3294

Other funds holding AVDX

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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 $716M AUM 21.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management's AVDX Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of AvidXchange (AVDX) in Q1 2023, closing a stake of 1 share — an estimated $10 sold.

Northwestern Mutual Wealth Management first reported a position in AVDX in Q4 2022 and held it in 1 quarter. The position peaked at $10 in Q4 2022. 155 funds tracked by Wall St. Rank hold AVDX as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining AvidXchange position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1 AvidXchange share in Q1 2023, an estimated $10.
  • Northwestern Mutual Wealth Management first reported a position in AvidXchange in Q4 2022 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's AvidXchange position peaked at $10 in Q4 2022.
  • 155 funds tracked by Wall St. Rank held AvidXchange as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.