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	$9.5M	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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

2Xideas's AVLR Position: Q4 2022 in Review

2Xideas sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 126,087 shares — an estimated $11.6M sold.

2Xideas first reported a position in AVLR in Q2 2021 and held it in 6 quarters. The position peaked at $12.3M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

2Xideas reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
2Xideas sold 126,087 Avalara, Inc. shares in Q4 2022, an estimated $11.6M.
2Xideas first reported a position in Avalara, Inc. in Q2 2021 and held it in 6 quarters.
2Xideas's Avalara, Inc. position peaked at $12.3M in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on 2Xideas's 13F filing for Q4 2022, filed 14 Feb 2023.