SA
AVDX

Sanctuary Advisors’s AvidXchange AVDX Stock Holding History

Sanctuary 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
2024
Q4 		– Sell
-38,190
Closed -$427K – 2390
2024
Q3 		$427K Sell
38,190
-9,886
-21% -$93.1K ﹤0.01% 1793
2024
Q2 		$575K Buy
+48,076
New +$549K ﹤0.01% 1555

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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sanctuary Advisors's AVDX Position: Q4 2024 in Review

Sanctuary Advisors sold out of AvidXchange (AVDX) in Q4 2024, closing a stake of 38,190 shares — an estimated $427K sold.

Sanctuary Advisors first reported a position in AVDX in Q2 2024 and held it in 2 quarters. The position peaked at $575K in Q2 2024. 202 funds tracked by Wall St. Rank hold AVDX as of Q4 2024.

  • Sanctuary Advisors reported no remaining AvidXchange position as of Q4 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 38,190 AvidXchange shares in Q4 2024, an estimated $427K.
  • Sanctuary Advisors first reported a position in AvidXchange in Q2 2024 and held it in 2 quarters.
  • Sanctuary Advisors's AvidXchange position peaked at $575K in Q2 2024.
  • 202 funds tracked by Wall St. Rank held AvidXchange as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.