AWM
AVLR

Activest Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Activest Wealth 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
-380
Closed -$35K – 480
2022
Q3 		$35K Buy
+380
New +$34.1K 0.01% 200

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

Activest Wealth Management's AVLR Position: Q4 2022 in Review

Activest Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 380 shares — an estimated $35K sold.

Activest Wealth Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $35K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Activest Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Activest Wealth Management sold 380 Avalara, Inc. shares in Q4 2022, an estimated $35K.
  • Activest Wealth Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Activest Wealth Management's Avalara, Inc. position peaked at $35K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Activest Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.