Allworth Financial’s Avalara, Inc. AVLR Stock Holding History

Allworth Financial’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	-20	Closed	-$2K	–	3281
2022 Q3	$2K	Buy	20 +11	+122%	+$986	﹤0.01%	2282
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	2331
2022 Q1	$1K	Buy	+9	New	+$912	﹤0.01%	2067
2021 Q4	–	Sell	-62	Closed	-$11K	–	2194
2021 Q3	$11K	Buy	+62	New	+$10.7K	﹤0.01%	1323

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

Allworth Financial's AVLR Position: Q4 2022 in Review

Allworth Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 20 shares — an estimated $2K sold.

Allworth Financial first reported a position in AVLR in Q3 2021 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Allworth Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 20 Avalara, Inc. shares in Q4 2022, an estimated $2K.
Allworth Financial first reported a position in Avalara, Inc. in Q3 2021 and held it in 4 quarters.
Allworth Financial's Avalara, Inc. position peaked at $11K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.