Bell Investment Advisors’s Avalara, Inc. AVLR Stock Holding History

Bell Investment Advisors’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	-31	Closed	-$3K	–	2070
2022 Q3	$3K	Sell	31 -37	-54%	-$3.31K	﹤0.01%	1016
2022 Q2	$5K	Buy	+68	New	+$5.59K	﹤0.01%	758
2021 Q4	$2K	Sell	14 -10	-42%	-$1.56K	﹤0.01%	1287
2021 Q3	$4K	Buy	+24	New	+$4.13K	﹤0.01%	856

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

Bell Investment Advisors's AVLR Position: Q4 2022 in Review

Bell Investment Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 31 shares — an estimated $3K sold.

Bell Investment Advisors first reported a position in AVLR in Q3 2021 and held it in 4 quarters. The position peaked at $5K in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Bell Investment Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Bell Investment Advisors sold 31 Avalara, Inc. shares in Q4 2022, an estimated $3K.
Bell Investment Advisors first reported a position in Avalara, Inc. in Q3 2021 and held it in 4 quarters.
Bell Investment Advisors's Avalara, Inc. position peaked at $5K in Q2 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Bell Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.