TPBG
AVDX

Turning Point Benefit Group’s AvidXchange AVDX Stock Holding History

Turning Point Benefit 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
Q4 		– Sell
-55
Closed -$548 – 857
2025
Q3 		$548 Buy
+55
New +$544 ﹤0.01% 479

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Turning Point Benefit Group's AVDX Position: Q4 2025 in Review

Turning Point Benefit Group sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 55 shares — an estimated $548 sold.

Turning Point Benefit Group first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $548 in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Turning Point Benefit Group reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Turning Point Benefit Group sold 55 AvidXchange shares in Q4 2025, an estimated $548.
  • Turning Point Benefit Group first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
  • Turning Point Benefit Group's AvidXchange position peaked at $548 in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Turning Point Benefit Group's 13F filing for Q4 2025, filed 30 Jan 2026.