Bank of Montreal’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 |
-497,970
| Closed | -$45.9K | – | 4587 |
|
|
2022
Q3 | $45.9K | Buy |
497,970
+394,973
| +383% | +$35.4M | 0.02% | 393 |
|
|
2022
Q2 | $8.45K | Sell |
102,997
-25,623
| -20% | -$2.11M | ﹤0.01% | 1136 |
|
|
2022
Q1 | $13.3M | Sell |
128,620
-2,560
| -2% | -$259K | 0.01% | 1011 |
|
|
2021
Q4 | $17.6M | Sell |
131,180
-6,484
| -5% | -$1.01M | 0.01% | 779 |
|
|
2021
Q3 | $24.2M | Buy |
137,664
+136,273
| +9,797% | +$23.4M | 0.01% | 832 |
|
|
2021
Q2 | $229K | Sell |
1,391
-180
| -11% | -$25.1K | ﹤0.01% | 3165 |
|
|
2021
Q1 | $225K | Buy |
1,571
+577
| +58% | +$89K | ﹤0.01% | 3059 |
|
|
2020
Q4 | $157K | Buy |
994
+39
| +4% | +$6.24K | ﹤0.01% | 3356 |
|
|
2020
Q3 | $132K | Sell |
955
-840
| -47% | -$107K | ﹤0.01% | 2937 |
|
|
2020
Q2 | $251K | Buy |
1,795
+1,388
| +341% | +$136K | ﹤0.01% | 2614 |
|
|
2020
Q1 | $27K | Sell |
407
-6,927
| -94% | -$565K | ﹤0.01% | 3140 |
|
|
2019
Q4 | $537K | Buy |
7,334
+6,914
| +1,646% | +$502K | ﹤0.01% | 2625 |
|
|
2019
Q3 | $28K | Buy |
420
+90
| +27% | +$7.28K | ﹤0.01% | 3906 |
|
|
2019
Q2 | $24K | Sell |
330
-43,205
| -99% | -$2.79M | ﹤0.01% | 4082 |
|
|
2019
Q1 | $2.43M | Buy |
43,535
+43,412
| +35,294% | +$2.01M | ﹤0.01% | 1560 |
|
|
2018
Q4 | $4K | Buy |
123
+63
| +105% | +$2.03K | ﹤0.01% | 4200 |
|
|
2018
Q3 | $2K | Buy |
+60
| New | +$2.48K | ﹤0.01% | 4433 |
|
Other funds holding AVLR
Bank of Montreal's AVLR Position: Q4 2022 in Review
Bank of Montreal sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 497,970 shares — an estimated $45.9K sold.
Bank of Montreal first reported a position in AVLR in Q3 2018 and held it in 17 quarters. The position peaked at $24.2M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Bank of Montreal reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Bank of Montreal sold 497,970 Avalara, Inc. shares in Q4 2022, an estimated $45.9K.
- Bank of Montreal first reported a position in Avalara, Inc. in Q3 2018 and held it in 17 quarters.
- Bank of Montreal's Avalara, Inc. position peaked at $24.2M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.