Bellevue Group’s Avalara, Inc. AVLR Stock Holding History

Bellevue Group’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	-1,300	Closed	-$119K	–	184
2022 Q3	$119K	Hold	1,300	–	–	﹤0.01%	160
2022 Q2	$92K	Hold	1,300	–	–	﹤0.01%	164
2022 Q1	$129K	Hold	1,300	–	–	﹤0.01%	166
2021 Q4	$168K	Sell	1,300 -1,000	-43%	-$156K	﹤0.01%	182
2021 Q3	$402K	Hold	2,300	–	–	﹤0.01%	176
2021 Q2	$372K	Buy	+2,300	New	+$321K	﹤0.01%	178

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

Bellevue Group's AVLR Position: Q4 2022 in Review

Bellevue Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,300 shares — an estimated $119K sold.

Bellevue Group first reported a position in AVLR in Q2 2021 and held it in 6 quarters. The position peaked at $402K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Bellevue Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Bellevue Group sold 1,300 Avalara, Inc. shares in Q4 2022, an estimated $119K.
Bellevue Group first reported a position in Avalara, Inc. in Q2 2021 and held it in 6 quarters.
Bellevue Group's Avalara, Inc. position peaked at $402K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Bellevue Group's 13F filing for Q4 2022, filed 14 Feb 2023.