AA
AVLR

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

ALPS 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
-17,246
Closed -$1.58M – 1110
2022
Q3 		$1.58M Buy
+17,246
New +$1.55M 0.02% 354

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

ALPS Advisors's AVLR Position: Q4 2022 in Review

ALPS Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 17,246 shares — an estimated $1.58M sold.

ALPS Advisors first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $1.58M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • ALPS Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • ALPS Advisors sold 17,246 Avalara, Inc. shares in Q4 2022, an estimated $1.58M.
  • ALPS Advisors first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • ALPS Advisors's Avalara, Inc. position peaked at $1.58M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on ALPS Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.