Achmea Investment Management’s Avalara, Inc. AVLR Stock Holding History

Achmea Investment Management’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	-189	Closed	-$18K	–	666
2022 Q3	$18K	Hold	189	–	–	﹤0.01%	614
2022 Q2	$14K	Hold	189	–	–	﹤0.01%	621
2022 Q1	$19K	Sell	189 -4,195	-96%	-$425K	﹤0.01%	622
2021 Q4	$566K	Hold	4,384	–	–	0.03%	291
2021 Q3	$766K	Buy	4,384 +189	+5%	+$32.5K	0.02%	472
2021 Q2	$678K	Hold	4,195	–	–	0.02%	473
2021 Q1	$559K	Hold	4,195	–	–	0.02%	489
2020 Q4	$691K	Hold	4,195	–	–	0.03%	440
2020 Q3	$535K	Sell	4,195 -5,049	-55%	-$641K	0.02%	440
2020 Q2	$1.23M	Buy	+9,244	New	+$909K	0.04%	219

Other funds holding AVLR

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

Achmea Investment Management's AVLR Position: Q4 2022 in Review

Achmea Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 189 shares — an estimated $18K sold.

Achmea Investment Management first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.23M in Q2 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Achmea Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Achmea Investment Management sold 189 Avalara, Inc. shares in Q4 2022, an estimated $18K.
Achmea Investment Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Achmea Investment Management's Avalara, Inc. position peaked at $1.23M in Q2 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Achmea Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.