TWA
AVDX

TCI Wealth Advisors’s AvidXchange AVDX Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-722
Closed -$5.63K – 376
2023
Q1 		$5.63K Buy
722
+135
+23% +$1.3K ﹤0.01% 1447
2022
Q4 		$5.83K Hold
587
– – ﹤0.01% 1421
2022
Q3 		$5K Hold
587
– – ﹤0.01% 1418
2022
Q2 		$4K Buy
+587
New +$4.66K ﹤0.01% 1588

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
FGN
Foundry Group Next Boulder, Colorado $21.1M AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

TCI Wealth Advisors's AVDX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of AvidXchange (AVDX) in Q2 2023, closing a stake of 722 shares — an estimated $5.63K sold.

TCI Wealth Advisors first reported a position in AVDX in Q2 2022 and held it in 4 quarters. The position peaked at $5.83K in Q4 2022. 159 funds tracked by Wall St. Rank hold AVDX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining AvidXchange position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 722 AvidXchange shares in Q2 2023, an estimated $5.63K.
  • TCI Wealth Advisors first reported a position in AvidXchange in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's AvidXchange position peaked at $5.83K in Q4 2022.
  • 159 funds tracked by Wall St. Rank held AvidXchange as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.