AB
AVLR

Amalgamated Bank’s Avalara, Inc. AVLR Stock Holding History

Amalgamated Bank’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
-20,027
Closed -$1.84M – 2994
2022
Q3 		$1.84M Buy
20,027
+504
+3% +$45.2K 0.02% 875
2022
Q2 		$1.38M Sell
19,523
-256
-1% -$21K 0.01% 1015
2022
Q1 		$1.97M Buy
19,779
+1,589
+9% +$161K 0.02% 935
2021
Q4 		$2.35M Buy
18,190
+2,851
+19% +$445K 0.02% 864
2021
Q3 		$2.68M Sell
15,339
-934
-6% -$161K 0.02% 804
2021
Q2 		$2.63M Buy
16,273
+1,009
+7% +$141K 0.02% 846
2021
Q1 		$2.04M Sell
15,264
-1,415
-8% -$218K 0.08% 237
2020
Q4 		$2.75M Buy
16,679
+5
+0% +$800 0.1% 154
2020
Q3 		$2.12M Buy
16,674
+717
+4% +$91.1K 0.09% 176
2020
Q2 		$2.12M Buy
15,957
+3,717
+30% +$365K 0.1% 166
2020
Q1 		$913K Sell
12,240
-184
-1% -$15K 0.02% 655
2019
Q4 		$910K Buy
12,424
+1,584
+15% +$115K 0.02% 837
2019
Q3 		$729K Buy
10,840
+1,399
+15% +$113K 0.02% 871
2019
Q2 		$682K Buy
9,441
+5,285
+127% +$341K 0.02% 919
2019
Q1 		$232K Buy
+4,156
New +$193K 0.01% 1424

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

Amalgamated Bank's AVLR Position: Q4 2022 in Review

Amalgamated Bank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 20,027 shares — an estimated $1.84M sold.

Amalgamated Bank first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $2.75M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Amalgamated Bank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Amalgamated Bank sold 20,027 Avalara, Inc. shares in Q4 2022, an estimated $1.84M.
  • Amalgamated Bank first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Amalgamated Bank's Avalara, Inc. position peaked at $2.75M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Amalgamated Bank's 13F filing for Q4 2022, filed 10 Feb 2023.