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

Bessemer 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	-113,921	Closed	-$10.5M	–	2213
2022 Q3	$10.5M	Buy	113,921 +35,036	+44%	+$3.14M	0.03%	238
2022 Q2	$5.57M	Buy	78,885 +78,814	+111,006%	+$6.48M	0.01%	294
2022 Q1	$7K	Sell	71 -9	-11%	-$912	﹤0.01%	1461
2021 Q4	$10K	Hold	80	–	–	﹤0.01%	1435
2021 Q3	$14K	Hold	80	–	–	﹤0.01%	1305
2021 Q2	$12K	Buy	+80	New	+$11.2K	﹤0.01%	1325

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

Bessemer Group's AVLR Position: Q4 2022 in Review

Bessemer Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 113,921 shares — an estimated $10.5M sold.

Bessemer Group first reported a position in AVLR in Q2 2021 and held it in 6 quarters. The position peaked at $10.5M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Bessemer Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Bessemer Group sold 113,921 Avalara, Inc. shares in Q4 2022, an estimated $10.5M.
Bessemer Group first reported a position in Avalara, Inc. in Q2 2021 and held it in 6 quarters.
Bessemer Group's Avalara, Inc. position peaked at $10.5M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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