Whittier Trust’s AvidXchange AVDX Stock Holding History

Whittier Trust’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	-445	Closed	-$4.44K	–	1356
2025 Q3	$4.44K	Buy	+445	New	+$4.4K	﹤0.01%	1240

Other funds holding AVDX

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

Whittier Trust's AVDX Position: Q4 2025 in Review

Whittier Trust sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 445 shares — an estimated $4.44K sold.

Whittier Trust first reported a position in AVDX in Q3 2025 and held it in 1 quarter. The position peaked at $4.44K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Whittier Trust reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 445 AvidXchange shares in Q4 2025, an estimated $4.44K.
Whittier Trust first reported a position in AvidXchange in Q3 2025 and held it in 1 quarter.
Whittier Trust's AvidXchange position peaked at $4.44K in Q3 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.