AIP
AVLR

Ameritas Investment Partners’s Avalara, Inc. AVLR Stock Holding History

Ameritas Investment Partners’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
-6,700
Closed -$615K – 3075
2022
Q3 		$615K Hold
6,700
– – 0.03% 690
2022
Q2 		$473K Hold
6,700
– – 0.02% 767
2022
Q1 		$666K Hold
6,700
– – 0.02% 734
2021
Q4 		$865K Buy
6,700
+1,900
+40% +$297K 0.03% 681
2021
Q3 		$838K Hold
4,800
– – 0.03% 663
2021
Q2 		$776K Hold
4,800
– – 0.03% 693
2021
Q1 		$791K Hold
4,800
– – 0.03% 672
2020
Q4 		$791K Hold
4,800
– – 0.04% 635
2020
Q3 		$611K Hold
4,800
– – 0.03% 651
2020
Q2 		$638K Hold
4,800
– – 0.03% 631
2020
Q1 		$358K Hold
4,800
– – 0.02% 722
2019
Q4 		$351K Sell
4,800
-1,000
-17% -$72.6K 0.02% 841
2019
Q3 		$390K Hold
5,800
– – 0.02% 803
2019
Q2 		$418K Buy
5,800
+3,517
+154% +$227K 0.02% 779
2019
Q1 		$127K Buy
2,283
+1,566
+218% +$72.7K 0.01% 1331
2018
Q4 		$22K Hold
717
– – ﹤0.01% 2292
2018
Q3 		$25K Buy
+717
New +$29.7K ﹤0.01% 2401

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameritas Investment Partners's AVLR Position: Q4 2022 in Review

Ameritas Investment Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 6,700 shares — an estimated $615K sold.

Ameritas Investment Partners first reported a position in AVLR in Q3 2018 and held it in 17 quarters. The position peaked at $865K in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Ameritas Investment Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Ameritas Investment Partners sold 6,700 Avalara, Inc. shares in Q4 2022, an estimated $615K.
  • Ameritas Investment Partners first reported a position in Avalara, Inc. in Q3 2018 and held it in 17 quarters.
  • Ameritas Investment Partners's Avalara, Inc. position peaked at $865K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Ameritas Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.