AA
AVLR

Addison Advisors’s Avalara, Inc. AVLR Stock Holding History

Addison Advisors’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
-7
Closed -$1K – 821
2022
Q3 		$1K Hold
7
– – ﹤0.01% 668
2022
Q2 		$0 Hold
7
– – ﹤0.01% 795
2022
Q1 		$1K Hold
7
– – ﹤0.01% 692
2021
Q4 		$1K Hold
7
– – ﹤0.01% 656
2021
Q3 		$1K Hold
7
– – ﹤0.01% 439
2021
Q2 		$1K Buy
+7
New +$976 ﹤0.01% 396

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

Addison Advisors's AVLR Position: Q4 2022 in Review

Addison Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 7 shares — an estimated $1K sold.

Addison Advisors first reported a position in AVLR in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Addison Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Addison Advisors sold 7 Avalara, Inc. shares in Q4 2022, an estimated $1K.
  • Addison Advisors first reported a position in Avalara, Inc. in Q2 2021 and held it in 6 quarters.
  • Addison Advisors's Avalara, Inc. position peaked at $1K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Addison Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.