Twin Peaks Wealth Advisors’s AvidXchange AVDX Stock Holding History

Twin Peaks 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
2025 Q3	–	Sell	-1	Closed	-$10	–	327
2025 Q2	$10	Buy	+1	New	+$9	﹤0.01%	2266

Other funds holding AVDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's AVDX Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of AvidXchange (AVDX) in Q3 2025, closing a stake of 1 share — an estimated $10 sold.

Twin Peaks Wealth Advisors first reported a position in AVDX in Q2 2025 and held it in 1 quarter. The position peaked at $10 in Q2 2025. 200 funds tracked by Wall St. Rank hold AVDX as of Q3 2025.

Twin Peaks Wealth Advisors reported no remaining AvidXchange position as of Q3 2025 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 AvidXchange share in Q3 2025, an estimated $10.
Twin Peaks Wealth Advisors first reported a position in AvidXchange in Q2 2025 and held it in 1 quarter.
Twin Peaks Wealth Advisors's AvidXchange position peaked at $10 in Q2 2025.
200 funds tracked by Wall St. Rank held AvidXchange as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.