Bank of Montreal
AVLR

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

Bank of Montreal’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
2020
Q1 		– Sell
-115,000
Closed -$8.42M – 4931
2019
Q4 		$8.42M Buy
+115,000
New +$8.35M 0.01% 1083

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 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.