Blue Trust Inc’s Avalara, Inc. AVLR Stock Holding History

Blue Trust Inc’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
2023 Q1	–	Sell	-8	Closed	-$1K	–	2747
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	2190
2022 Q3	$1K	Buy	+8	New	+$717	﹤0.01%	2050

Blue Trust Inc's AVLR Position: Q1 2023 in Review

Blue Trust Inc sold out of Avalara, Inc. (AVLR) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in AVLR in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 0 funds tracked by Wall St. Rank hold AVLR as of Q1 2023.

Blue Trust Inc reported no remaining Avalara, Inc. position as of Q1 2023 after selling out during the quarter.
Blue Trust Inc sold 8 Avalara, Inc. shares in Q1 2023, an estimated $1K.
Blue Trust Inc first reported a position in Avalara, Inc. in Q3 2022 and held it in 2 quarters.
Blue Trust Inc's Avalara, Inc. position peaked at $1K in Q4 2022.
0 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.