Bank of America
AVLR

Bank of America’s Avalara, Inc. AVLR Stock Holding History

Bank of America’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
2021
Q3 		– Sell
-25,000
Closed -$4.04M – 8576
2021
Q2 		$4.04M Buy
+25,000
New +$3.48M ﹤0.01% 3715

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bank of America's AVLR Position: Q4 2022 in Review

Bank of America sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,286,324 shares — an estimated $118M sold.

Bank of America first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $257M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Bank of America reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Bank of America sold 1,286,324 Avalara, Inc. shares in Q4 2022, an estimated $118M.
  • Bank of America first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
  • Bank of America's Avalara, Inc. position peaked at $257M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Bank of America's 13F filing for Q4 2022, filed 10 Feb 2023.