Asahi Life Asset Management’s Avalara, Inc. AVLR Stock Holding History

Asahi Life Asset Management’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	-1,600	Closed	-$147K	–	278
2022 Q3	$147K	Sell	1,600 -1,800	-53%	-$161K	0.05%	196
2022 Q2	$240K	Buy	+3,400	New	+$280K	0.06%	131
2021 Q4	–	Sell	-1,130	Closed	-$197K	–	258
2021 Q3	$197K	Sell	1,130 -1,470	-57%	-$253K	0.03%	188
2021 Q2	$421K	Buy	+2,600	New	+$362K	0.06%	105
2020 Q4	–	Sell	-2,830	Closed	-$360K	–	285
2020 Q3	$360K	Buy	2,830 +1,330	+89%	+$169K	0.05%	112
2020 Q2	$200K	Buy	+1,500	New	+$147K	0.03%	164

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

Asahi Life Asset Management's AVLR Position: Q4 2022 in Review

Asahi Life Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,600 shares — an estimated $147K sold.

Asahi Life Asset Management first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $421K in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Asahi Life Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Asahi Life Asset Management sold 1,600 Avalara, Inc. shares in Q4 2022, an estimated $147K.
Asahi Life Asset Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
Asahi Life Asset Management's Avalara, Inc. position peaked at $421K in Q2 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Asahi Life Asset Management's 13F filing for Q4 2022, filed 10 Feb 2023.