BBHC
AVLR

Brown Brothers Harriman & Co’s Avalara, Inc. AVLR Stock Holding History

Brown Brothers Harriman & Co’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
Closed -$2K – 1571
2022
Q3 		$2K Sell
22
-330,628
-100% -$29.6M ﹤0.01% 1448
2022
Q2 		$23.3M Buy
+330,650
New +$27.2M 0.2% 60

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

Brown Brothers Harriman & Co's AVLR Position: Q4 2022 in Review

Brown Brothers Harriman & Co sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Brown Brothers Harriman & Co first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $23.3M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Brown Brothers Harriman & Co reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 22 Avalara, Inc. shares in Q4 2022, an estimated $2K.
  • Brown Brothers Harriman & Co first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's Avalara, Inc. position peaked at $23.3M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2022, filed 9 Feb 2023.