Blue Zone Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Blue Zone Wealth 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	-22,021	Closed	-$2.02M	–	88
2022 Q3	$2.02M	Buy	22,021 +75	+0.3%	+$6.72K	1.05%	36
2022 Q2	$1.55M	Buy	21,946 +497	+2%	+$40.9K	0.7%	51
2022 Q1	$2.13M	Buy	21,449 +2,501	+13%	+$254K	0.8%	49
2021 Q4	$2.45M	Buy	18,948 +803	+4%	+$125K	0.81%	52
2021 Q3	$3.17M	Buy	18,145 +1,560	+9%	+$268K	1.1%	30
2021 Q2	$2.68M	Buy	16,585 +1,687	+11%	+$235K	1.01%	41
2021 Q1	$1.99M	Buy	+14,898	New	+$2.3M	0.85%	53

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

Blue Zone Wealth Advisors's AVLR Position: Q4 2022 in Review

Blue Zone Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 22,021 shares — an estimated $2.02M sold.

Blue Zone Wealth Advisors first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $3.17M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Blue Zone Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 22,021 Avalara, Inc. shares in Q4 2022, an estimated $2.02M.
Blue Zone Wealth Advisors first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Blue Zone Wealth Advisors's Avalara, Inc. position peaked at $3.17M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.