PWMG
AVDX

Private Wealth Management Group’s AvidXchange AVDX Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-187
Closed -$1.59K – 1507
2025
Q1 		$1.59K Hold
187
– – ﹤0.01% 1130
2024
Q4 		$1.93K Hold
187
– – ﹤0.01% 1095
2024
Q3 		$1.52K Buy
+187
New +$1.76K ﹤0.01% 1169

Other funds holding AVDX

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's AVDX Position: Q2 2025 in Review

Private Wealth Management Group sold out of AvidXchange (AVDX) in Q2 2025, closing a stake of 187 shares — an estimated $1.59K sold.

Private Wealth Management Group first reported a position in AVDX in Q3 2024 and held it in 3 quarters. The position peaked at $1.93K in Q4 2024. 219 funds tracked by Wall St. Rank hold AVDX as of Q2 2025.

  • Private Wealth Management Group reported no remaining AvidXchange position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 187 AvidXchange shares in Q2 2025, an estimated $1.59K.
  • Private Wealth Management Group first reported a position in AvidXchange in Q3 2024 and held it in 3 quarters.
  • Private Wealth Management Group's AvidXchange position peaked at $1.93K in Q4 2024.
  • 219 funds tracked by Wall St. Rank held AvidXchange as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.