CAL
AVLR

Capital Advisors Ltd’s Avalara, Inc. AVLR Stock Holding History

Capital Advisors Ltd’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 – 1786
2022
Q3 		$2K Buy
+22
New +$1.97K ﹤0.01% 933

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

Capital Advisors Ltd's AVLR Position: Q4 2022 in Review

Capital Advisors Ltd sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Capital Advisors Ltd reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 22 Avalara, Inc. shares in Q4 2022, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Capital Advisors Ltd's Avalara, Inc. position peaked at $2K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Capital Advisors Ltd's 13F filing for Q4 2022, filed 7 Feb 2023.