ACA
AVLR

Atlas Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Atlas Capital 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
-3,000
Closed -$275K – 968
2022
Q3 		$275K Hold
3,000
– – 0.05% 280
2022
Q2 		$212K Sell
3,000
-2,700
-47% -$222K 0.04% 358
2022
Q1 		$567K Hold
5,700
– – 0.09% 202
2021
Q4 		$736K Hold
5,700
– – 0.11% 159
2021
Q3 		$996K Sell
5,700
-300
-5% -$51.6K 0.16% 113
2021
Q2 		$971K Hold
6,000
– – 0.16% 120
2021
Q1 		$801K Hold
6,000
– – 0.16% 122
2020
Q4 		$989K Hold
6,000
– – 0.21% 104
2020
Q3 		$764K Hold
6,000
– – 0.18% 126
2020
Q2 		$799K Hold
6,000
– – 0.19% 121
2020
Q1 		$448K Buy
+6,000
New +$489K 0.13% 168

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

Atlas Capital Advisors's AVLR Position: Q4 2022 in Review

Atlas Capital Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,000 shares — an estimated $275K sold.

Atlas Capital Advisors first reported a position in AVLR in Q1 2020 and held it in 11 quarters. The position peaked at $996K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Atlas Capital Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 3,000 Avalara, Inc. shares in Q4 2022, an estimated $275K.
  • Atlas Capital Advisors first reported a position in Avalara, Inc. in Q1 2020 and held it in 11 quarters.
  • Atlas Capital Advisors's Avalara, Inc. position peaked at $996K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.