BCM
AVLR

Beryl Capital Management’s Avalara, Inc. AVLR Stock Holding History

Beryl Capital 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
-2,309,528
Closed -$212M – 39
2022
Q3 		$212M Buy
+2,309,528
New +$207M 22.5% 1

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

Beryl Capital Management's AVLR Position: Q4 2022 in Review

Beryl Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,309,528 shares — an estimated $212M sold.

Beryl Capital Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $212M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Beryl Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Beryl Capital Management sold 2,309,528 Avalara, Inc. shares in Q4 2022, an estimated $212M.
  • Beryl Capital Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Beryl Capital Management's Avalara, Inc. position peaked at $212M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Beryl Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.