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Avidxchange Holdings shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Avidxchange Holdings (AVDX) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Avidxchange Holdings

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All positions including Avidxchange Holdings held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Avidxchange Holdings by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 159k 8.62
2023-06-30 $1.9M 185k 10.38
2023-03-31 $1.3M 162k 7.80
2022-12-31 $1.6M 162k 9.94
2022-09-30 $1.4M 162k 8.42
2022-06-30 $996k 162k 6.14
2022-03-31 $1.3M 162k 8.05

More positions owned by Carolinas Wealth Consulting

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Carolinas Wealth Consulting

Top funds holding Avidxchange Holdings

Vanguard Group
Rima Management
Lord, Abbett & Co
Lone Pine Capital
North Reef Capital Management
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Foundry Group Next
Sapphire Ventures
Par Capital Management
Greenhouse Funds L
Millennium Management
Henderson Group
Unisphere Establishment

View all funds holding Avidxchange Holdings