2
AVLR

2Xideas’s Avalara, Inc. AVLR Stock Holding History

2Xideas’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-126,087
Closed -$11.6M – 76
2022
Q3 		$11.6M Sell
126,087
-8,630
-6% -$773K 1.22% 16
2022
Q2 		$9.51M Buy
134,717
+10,930
+9% +$899K 0.87% 53
2022
Q1 		$12.3M Buy
123,787
+38,525
+45% +$3.91M 0.87% 52
2021
Q4 		$11M Buy
85,262
+16,683
+24% +$2.6M 0.66% 68
2021
Q3 		$12M Sell
68,579
-289
-0.4% -$49.7K 0.91% 28
2021
Q2 		$11.1M Buy
+68,868
New +$9.6M 1% 21

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return