Advisors Asset Management’s Avalara, Inc. AVLR Stock Holding History

Advisors Asset 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	-766	Closed	-$70K	–	1527
2022 Q3	$70K	Buy	766 +121	+19%	+$10.8K	﹤0.01%	1320
2022 Q2	$46K	Buy	645 +204	+46%	+$16.8K	﹤0.01%	1377
2022 Q1	$44K	Buy	+441	New	+$44.7K	﹤0.01%	1428

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

Advisors Asset Management's AVLR Position: Q4 2022 in Review

Advisors Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 766 shares — an estimated $70K sold.

Advisors Asset Management first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $70K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Advisors Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Advisors Asset Management sold 766 Avalara, Inc. shares in Q4 2022, an estimated $70K.
Advisors Asset Management first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
Advisors Asset Management's Avalara, Inc. position peaked at $70K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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