BIM
AVLR

Barton Investment Management’s Avalara, Inc. AVLR Stock Holding History

Barton Investment 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
-254,786
Closed -$23.4M – 44
2022
Q3 		$23.4M Sell
254,786
-41,612
-14% -$3.73M 4.76% 7
2022
Q2 		$20.9M Sell
296,398
-423
-0.1% -$34.8K 4.23% 9
2022
Q1 		$29.5M Buy
296,821
+8,821
+3% +$894K 3.74% 9
2021
Q4 		$37.2M Buy
288,000
+4,188
+1% +$654K 3.23% 7
2021
Q3 		$49.6M Buy
283,812
+3,391
+1% +$583K 4.15% 6
2021
Q2 		$45.4M Buy
280,421
+7,636
+3% +$1.06M 3.72% 7
2021
Q1 		$36.4M Buy
272,785
+13,326
+5% +$2.06M 3.39% 8
2020
Q4 		$42.8M Buy
259,459
+5,167
+2% +$827K 3.67% 8
2020
Q3 		$32.4M Buy
254,292
+23,831
+10% +$3.03M 3.11% 10
2020
Q2 		$30.7M Buy
230,461
+57,373
+33% +$5.64M 3.12% 10
2020
Q1 		$12.9M Buy
173,088
+155,917
+908% +$12.7M 2% 12
2019
Q4 		$1.26M Buy
+17,171
New +$1.25M 0.2% 21

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

Barton Investment Management's AVLR Position: Q4 2022 in Review

Barton Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 254,786 shares — an estimated $23.4M sold.

Barton Investment Management first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $49.6M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Barton Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Barton Investment Management sold 254,786 Avalara, Inc. shares in Q4 2022, an estimated $23.4M.
  • Barton Investment Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
  • Barton Investment Management's Avalara, Inc. position peaked at $49.6M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Barton Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.