Adage Capital Partners’s Avalara, Inc. AVLR Stock Holding History

Adage Capital Partners’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	-1,670,000	Closed	-$153M	–	1127
2022 Q3	$153M	Buy	+1,670,000	New	+$150M	0.38%	49
2018 Q4	–	Sell	-25,000	Closed	-$873K	–	773
2018 Q3	$873K	Hold	25,000	–	–	﹤0.01%	696
2018 Q2	$1.33M	Buy	+25,000	New	+$1.19M	﹤0.01%	702

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

Adage Capital Partners's AVLR Position: Q4 2022 in Review

Adage Capital Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,670,000 shares — an estimated $153M sold.

Adage Capital Partners first reported a position in AVLR in Q2 2018 and held it in 3 quarters. The position peaked at $153M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Adage Capital Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Adage Capital Partners sold 1,670,000 Avalara, Inc. shares in Q4 2022, an estimated $153M.
Adage Capital Partners first reported a position in Avalara, Inc. in Q2 2018 and held it in 3 quarters.
Adage Capital Partners's Avalara, Inc. position peaked at $153M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Adage Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.