Canada Life
AVLR

Canada Life’s Avalara, Inc. AVLR Stock Holding History

Canada Life’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
-33,607
Closed -$3.08M – 2417
2022
Q3 		$3.08M Sell
33,607
-70,006
-68% -$6.27M 0.01% 920
2022
Q2 		$7.32M Sell
103,613
-4,448
-4% -$366K 0.02% 599
2022
Q1 		$11.2M Sell
108,061
-2,791
-3% -$283K 0.02% 548
2021
Q4 		$14.3M Buy
110,852
+5,206
+5% +$813K 0.03% 503
2021
Q3 		$18.6M Sell
105,646
-8,624
-8% -$1.48M 0.04% 410
2021
Q2 		$18.5M Sell
114,270
-7,644
-6% -$1.07M 0.04% 422
2021
Q1 		$16.2M Buy
121,914
+24,891
+26% +$3.84M 0.04% 439
2020
Q4 		$16M Buy
97,023
+35,650
+58% +$5.7M 0.03% 473
2020
Q3 		$7.81M Buy
61,373
+21,306
+53% +$2.71M 0.02% 600
2020
Q2 		$5.32M Buy
40,067
+34,208
+584% +$3.36M 0.01% 666
2020
Q1 		$437K Buy
5,859
+3,985
+213% +$325K ﹤0.01% 1639
2019
Q4 		$136K Buy
+1,874
New +$136K ﹤0.01% 2010

Other funds holding AVLR

IA
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

Canada Life's AVLR Position: Q4 2022 in Review

Canada Life sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 33,607 shares — an estimated $3.08M sold.

Canada Life first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $18.6M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Canada Life reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Canada Life sold 33,607 Avalara, Inc. shares in Q4 2022, an estimated $3.08M.
  • Canada Life first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
  • Canada Life's Avalara, Inc. position peaked at $18.6M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Canada Life's 13F filing for Q4 2022, filed 10 Feb 2023.