PCA
AVDX

Personal Capital Advisors’s AvidXchange AVDX Stock Holding History

Personal Capital Advisors’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
2022
Q4 		– Sell
-154,491
Closed -$1.3M – 490
2022
Q3 		$1.3M Buy
+154,491
New +$1.2M 0.01% 225

Other funds holding AVDX

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Personal Capital Advisors's AVDX Position: Q4 2022 in Review

Personal Capital Advisors sold out of AvidXchange (AVDX) in Q4 2022, closing a stake of 154,491 shares — an estimated $1.3M sold.

Personal Capital Advisors first reported a position in AVDX in Q3 2022 and held it in 1 quarter. The position peaked at $1.3M in Q3 2022. 132 funds tracked by Wall St. Rank hold AVDX as of Q4 2022.

  • Personal Capital Advisors reported no remaining AvidXchange position as of Q4 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 154,491 AvidXchange shares in Q4 2022, an estimated $1.3M.
  • Personal Capital Advisors first reported a position in AvidXchange in Q3 2022 and held it in 1 quarter.
  • Personal Capital Advisors's AvidXchange position peaked at $1.3M in Q3 2022.
  • 132 funds tracked by Wall St. Rank held AvidXchange as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.