Baird Financial Group
AVLR

Baird Financial Group’s Avalara, Inc. AVLR Stock Holding History

Baird Financial Group’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
-14,398
Closed -$1.32M – 1800
2022
Q3 		$1.32M Sell
14,398
-4,087
-22% -$366K ﹤0.01% 966
2022
Q2 		$1.3M Buy
18,485
+3,921
+27% +$322K ﹤0.01% 987
2022
Q1 		$1.45M Sell
14,564
-18,481
-56% -$1.87M ﹤0.01% 1003
2021
Q4 		$4.27M Buy
33,045
+1,774
+6% +$277K 0.01% 658
2021
Q3 		$5.46M Buy
31,271
+2,907
+10% +$500K 0.01% 568
2021
Q2 		$4.59M Buy
28,364
+770
+3% +$107K 0.01% 621
2021
Q1 		$3.68M Buy
27,594
+7,341
+36% +$1.13M 0.01% 672
2020
Q4 		$3.34M Sell
20,253
-14,653
-42% -$2.34M 0.01% 662
2020
Q3 		$4.45M Sell
34,906
-5,880
-14% -$747K 0.02% 519
2020
Q2 		$5.43M Sell
40,786
-911
-2% -$89.5K 0.02% 461
2020
Q1 		$3.11M Buy
41,697
+1,872
+5% +$153K 0.01% 555
2019
Q4 		$2.92M Sell
39,825
-26,457
-40% -$1.92M 0.01% 668
2019
Q3 		$4.46M Sell
66,282
-6,800
-9% -$550K 0.02% 542
2019
Q2 		$5.28M Buy
+73,082
New +$4.72M 0.02% 492

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

Baird Financial Group's AVLR Position: Q4 2022 in Review

Baird Financial Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 14,398 shares — an estimated $1.32M sold.

Baird Financial Group first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $5.46M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Baird Financial Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Baird Financial Group sold 14,398 Avalara, Inc. shares in Q4 2022, an estimated $1.32M.
  • Baird Financial Group first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Baird Financial Group's Avalara, Inc. position peaked at $5.46M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Baird Financial Group's 13F filing for Q4 2022, filed 13 Feb 2023.