WG
AVDX

Welch Group’s AvidXchange AVDX Stock Holding History

Welch 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
2024
Q1 		– Sell
-40,119
Closed -$497K – 235
2023
Q4 		$497K Hold
40,119
– – 0.03% 124
2023
Q3 		$380K Hold
40,119
– – 0.02% 131
2023
Q2 		$416K Sell
40,119
-40,118
-50% -$361K 0.02% 127
2023
Q1 		$626K Hold
80,237
– – 0.04% 96
2022
Q4 		$798K Hold
80,237
– – 0.05% 91
2022
Q3 		$676K Buy
+80,237
New +$622K 0.04% 88

Other funds holding AVDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Welch Group's AVDX Position: Q1 2024 in Review

Welch Group sold out of AvidXchange (AVDX) in Q1 2024, closing a stake of 40,119 shares — an estimated $497K sold.

Welch Group first reported a position in AVDX in Q3 2022 and held it in 6 quarters. The position peaked at $798K in Q4 2022. 193 funds tracked by Wall St. Rank hold AVDX as of Q1 2024.

  • Welch Group reported no remaining AvidXchange position as of Q1 2024 after selling out during the quarter.
  • Welch Group sold 40,119 AvidXchange shares in Q1 2024, an estimated $497K.
  • Welch Group first reported a position in AvidXchange in Q3 2022 and held it in 6 quarters.
  • Welch Group's AvidXchange position peaked at $798K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held AvidXchange as of Q1 2024.

Based on Welch Group's 13F filing for Q1 2024, filed 9 Apr 2024.