WMA
AVDX

Wealth Management Associates’s AvidXchange AVDX Stock Holding History

Wealth Management Associates’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
Q4 		– Sell
-11,850
Closed -$112K – 199
2023
Q3 		$112K Buy
11,850
+1,550
+15% +$16.2K 0.07% 185
2023
Q2 		$107K Buy
+10,300
New +$92.7K 0.06% 186

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Management Associates's AVDX Position: Q4 2023 in Review

Wealth Management Associates sold out of AvidXchange (AVDX) in Q4 2023, closing a stake of 11,850 shares — an estimated $112K sold.

Wealth Management Associates first reported a position in AVDX in Q2 2023 and held it in 2 quarters. The position peaked at $112K in Q3 2023. 186 funds tracked by Wall St. Rank hold AVDX as of Q4 2023.

  • Wealth Management Associates reported no remaining AvidXchange position as of Q4 2023 after selling out during the quarter.
  • Wealth Management Associates sold 11,850 AvidXchange shares in Q4 2023, an estimated $112K.
  • Wealth Management Associates first reported a position in AvidXchange in Q2 2023 and held it in 2 quarters.
  • Wealth Management Associates's AvidXchange position peaked at $112K in Q3 2023.
  • 186 funds tracked by Wall St. Rank held AvidXchange as of Q4 2023.

Based on Wealth Management Associates's 13F filing for Q4 2023, filed 28 May 2025.