Truist Financial
AVDX

Truist Financial’s AvidXchange AVDX Stock Holding History

Truist Financial’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
Q3 		– Sell
-11,734
Closed -$142K – 2522
2024
Q2 		$142K Sell
11,734
-28
-0.2% -$320 ﹤0.01% 2560
2024
Q1 		$155K Buy
+11,762
New +$141K ﹤0.01% 2523

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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial's AVDX Position: Q3 2024 in Review

Truist Financial sold out of AvidXchange (AVDX) in Q3 2024, closing a stake of 11,734 shares — an estimated $142K sold.

Truist Financial first reported a position in AVDX in Q1 2024 and held it in 2 quarters. The position peaked at $155K in Q1 2024. 191 funds tracked by Wall St. Rank hold AVDX as of Q3 2024.

  • Truist Financial reported no remaining AvidXchange position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 11,734 AvidXchange shares in Q3 2024, an estimated $142K.
  • Truist Financial first reported a position in AvidXchange in Q1 2024 and held it in 2 quarters.
  • Truist Financial's AvidXchange position peaked at $155K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held AvidXchange as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.