Baker Tilly Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Baker Tilly Wealth 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	-4,930	Closed	-$453K	–	574
2022 Q3	$453K	Sell	4,930 -1,988	-29%	-$178K	0.06%	314
2022 Q2	$488K	Buy	6,918 +361	+6%	+$29.7K	0.06%	311
2022 Q1	$652K	Sell	6,557 -1,370	-17%	-$139K	0.07%	275
2021 Q4	$1.02M	Buy	7,927 +142	+2%	+$22.2K	0.11%	192
2021 Q3	$1.36M	Buy	7,785 +928	+14%	+$160K	0.18%	111
2021 Q2	$1.11M	Buy	6,857 +865	+14%	+$121K	0.18%	130
2021 Q1	$800K	Buy	5,992 +1,169	+24%	+$180K	0.16%	158
2020 Q4	$795K	Buy	+4,823	New	+$772K	0.25%	102

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

Baker Tilly Wealth Management's AVLR Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,930 shares — an estimated $453K sold.

Baker Tilly Wealth Management first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $1.36M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Baker Tilly Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Baker Tilly Wealth Management sold 4,930 Avalara, Inc. shares in Q4 2022, an estimated $453K.
Baker Tilly Wealth Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Baker Tilly Wealth Management's Avalara, Inc. position peaked at $1.36M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.