Candriam SCA’s Avalara, Inc. AVLR Stock Holding History

Candriam SCA’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	-71,907	Closed	-$6.6M	–	908
2022 Q3	$6.6M	Buy	+71,907	New	+$6.44M	0.05%	339
2021 Q4	–	Sell	-4,510	Closed	-$788K	–	885
2021 Q3	$788K	Hold	4,510	–	–	0.01%	738
2021 Q2	$730K	Hold	4,510	–	–	0.01%	767
2021 Q1	$711K	Hold	4,510	–	–	0.01%	683
2020 Q4	$740K	Hold	4,510	–	–	0.01%	695
2020 Q3	$574K	Hold	4,510	–	–	0.01%	698
2020 Q2	$600K	Buy	+4,510	New	+$443K	0.01%	689

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

Candriam SCA's AVLR Position: Q4 2022 in Review

Candriam SCA sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 71,907 shares — an estimated $6.6M sold.

Candriam SCA first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $6.6M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Candriam SCA reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Candriam SCA sold 71,907 Avalara, Inc. shares in Q4 2022, an estimated $6.6M.
Candriam SCA first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
Candriam SCA's Avalara, Inc. position peaked at $6.6M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Candriam SCA's 13F filing for Q4 2022, filed 13 Feb 2023.