ACS
AVLR

Archford Capital Strategies’s Avalara, Inc. AVLR Stock Holding History

Archford Capital Strategies’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
-3,715
Closed -$341K – 296
2022
Q3 		$341K Sell
3,715
-17,896
-83% -$1.6M 0.09% 217
2022
Q2 		$1.53M Buy
21,611
+166
+0.8% +$13.6K 0.38% 67
2022
Q1 		$2.17M Buy
21,445
+920
+4% +$93.3K 0.48% 44
2021
Q4 		$2.65M Sell
20,525
-1,864
-8% -$291K 0.61% 36
2021
Q3 		$3.91M Buy
22,389
+263
+1% +$45.2K 0.92% 26
2021
Q2 		$3.58M Buy
22,126
+1,693
+8% +$236K 0.9% 26
2021
Q1 		$3.08M Buy
20,433
+2,464
+14% +$380K 0.82% 27
2020
Q4 		$2.94M Buy
17,969
+3,169
+21% +$507K 0.68% 35
2020
Q3 		$1.89M Buy
14,800
+8,523
+136% +$1.08M 0.51% 55
2020
Q2 		$835K Buy
+6,277
New +$617K 0.25% 120

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

Archford Capital Strategies's AVLR Position: Q4 2022 in Review

Archford Capital Strategies sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,715 shares — an estimated $341K sold.

Archford Capital Strategies first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $3.91M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Archford Capital Strategies reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 3,715 Avalara, Inc. shares in Q4 2022, an estimated $341K.
  • Archford Capital Strategies first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Archford Capital Strategies's Avalara, Inc. position peaked at $3.91M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Archford Capital Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.