Atria Investments’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,772
| Closed | -$1.17M | – | 815 |
|
|
2022
Q3 | $1.17M | Sell |
12,772
-4,510
| -26% | -$404K | 0.03% | 666 |
|
|
2022
Q2 | $1.22M | Sell |
17,282
-4,533
| -21% | -$373K | 0.03% | 673 |
|
|
2022
Q1 | $2.17M | Buy |
21,815
+1,265
| +6% | +$128K | 0.04% | 541 |
|
|
2021
Q4 | $2.65M | Sell |
20,550
-1,512
| -7% | -$236K | 0.05% | 455 |
|
|
2021
Q3 | $3.86M | Sell |
22,062
-2,595
| -11% | -$446K | 0.07% | 326 |
|
|
2021
Q2 | $3.99M | Buy |
24,657
+2,566
| +12% | +$358K | 0.08% | 290 |
|
|
2021
Q1 | $2.95M | Buy |
22,091
+290
| +1% | +$44.7K | 0.07% | 345 |
|
|
2020
Q4 | $3.6M | Buy |
21,801
+1,390
| +7% | +$222K | 0.09% | 258 |
|
|
2020
Q3 | $2.6M | Buy |
20,411
+1,058
| +5% | +$134K | 0.08% | 269 |
|
|
2020
Q2 | $2.58M | Buy |
19,353
+1,312
| +7% | +$129K | 0.09% | 265 |
|
|
2020
Q1 | $1.35M | Buy |
18,041
+217
| +1% | +$17.7K | 0.1% | 186 |
|
|
2019
Q4 | $1.31M | Buy |
17,824
+2,131
| +14% | +$155K | 0.04% | 443 |
|
|
2019
Q3 | $1.06M | Buy |
15,693
+1,011
| +7% | +$81.8K | 0.04% | 410 |
|
|
2019
Q2 | $1.21M | Buy |
14,682
+4,168
| +40% | +$269K | 0.05% | 356 |
|
|
2019
Q1 | $587K | Buy |
+10,514
| New | +$488K | 0.02% | 491 |
|
Other funds holding AVLR
Atria Investments's AVLR Position: Q4 2022 in Review
Atria Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 12,772 shares — an estimated $1.17M sold.
Atria Investments first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $3.99M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Atria Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Atria Investments sold 12,772 Avalara, Inc. shares in Q4 2022, an estimated $1.17M.
- Atria Investments first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
- Atria Investments's Avalara, Inc. position peaked at $3.99M in Q2 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Atria Investments's 13F filing for Q4 2022, filed 31 Jan 2023.