AI
AVLR

Axiom Investors’s Avalara, Inc. AVLR Stock Holding History

Axiom Investors’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
-40,130
Closed -$3.68M – 127
2022
Q3 		$3.68M Buy
40,130
+9,705
+32% +$870K 0.08% 90
2022
Q2 		$2.15M Buy
30,425
+6,005
+25% +$494K 0.06% 100
2022
Q1 		$2.43M Buy
24,420
+10,401
+74% +$1.05M 0.06% 101
2021
Q4 		$1.81M Buy
14,019
+1,106
+9% +$173K 0.03% 109
2021
Q3 		$2.26M Sell
12,913
-11,457
-47% -$1.97M 0.04% 112
2021
Q2 		$3.94M Sell
24,370
-64,651
-73% -$9.01M 0.06% 100
2021
Q1 		$11.9M Sell
89,021
-146,648
-62% -$22.6M 0.21% 63
2020
Q4 		$38.9M Buy
235,669
+47,803
+25% +$7.65M 0.61% 48
2020
Q3 		$23.9M Buy
187,866
+111,588
+146% +$14.2M 0.39% 45
2020
Q2 		$10.2M Buy
76,278
+10,513
+16% +$1.03M 0.2% 53
2020
Q1 		$4.91M Buy
65,765
+27,480
+72% +$2.24M 0.12% 64
2019
Q4 		$2.8M Buy
38,285
+18,475
+93% +$1.34M 0.07% 95
2019
Q3 		$1.33M Sell
19,810
-32,355
-62% -$2.62M 0.04% 107
2019
Q2 		$3.77M Buy
52,165
+17,755
+52% +$1.15M 0.1% 80
2019
Q1 		$1.92M Buy
+34,410
New +$1.6M 0.06% 101

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

Axiom Investors's AVLR Position: Q4 2022 in Review

Axiom Investors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 40,130 shares — an estimated $3.68M sold.

Axiom Investors first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $38.9M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Axiom Investors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Axiom Investors sold 40,130 Avalara, Inc. shares in Q4 2022, an estimated $3.68M.
  • Axiom Investors first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Axiom Investors's Avalara, Inc. position peaked at $38.9M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Axiom Investors's 13F filing for Q4 2022, filed 9 Feb 2023.