Brookfield Corp’s Avalara, Inc. AVLR Stock Holding History

Brookfield Corp’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	-60,000	Closed	-$5.51M	–	798
2022 Q3	$5.51M	Buy	60,000 +42,492	+243%	+$3.81M	0.02%	264
2022 Q2	$1.24M	Buy	+17,508	New	+$1.44M	0.01%	479
2022 Q1	–	Sell	-7,983	Closed	-$1.03M	–	828
2021 Q4	$1.03M	Buy	+7,983	New	+$1.25M	﹤0.01%	440
2019 Q3	–	Sell	-32,500	Closed	-$2.35M	–	175
2019 Q2	$2.35M	Buy	+32,500	New	+$2.1M	0.01%	138

Other funds holding AVLR

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

Brookfield Corp's AVLR Position: Q4 2022 in Review

Brookfield Corp sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 60,000 shares — an estimated $5.51M sold.

Brookfield Corp first reported a position in AVLR in Q2 2019 and held it in 4 quarters. The position peaked at $5.51M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Brookfield Corp reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Brookfield Corp sold 60,000 Avalara, Inc. shares in Q4 2022, an estimated $5.51M.
Brookfield Corp first reported a position in Avalara, Inc. in Q2 2019 and held it in 4 quarters.
Brookfield Corp's Avalara, Inc. position peaked at $5.51M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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