Capital Investment Services of America’s Avalara, Inc. AVLR Stock Holding History

Capital Investment Services of America’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	-66,666	Closed	-$6.12M	–	72
2022 Q3	$6.12M	Sell	66,666 -45,881	-41%	-$4.11M	0.83%	42
2022 Q2	$7.95M	Buy	112,547 +63,064	+127%	+$5.18M	1.03%	37
2022 Q1	$6.39M	Hold	49,483	–	–	0.58%	43
2021 Q4	$6.39M	Buy	+49,483	New	+$7.72M	0.58%	43

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

Capital Investment Services of America's AVLR Position: Q4 2022 in Review

Capital Investment Services of America sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 66,666 shares — an estimated $6.12M sold.

Capital Investment Services of America first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $7.95M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Capital Investment Services of America reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Capital Investment Services of America sold 66,666 Avalara, Inc. shares in Q4 2022, an estimated $6.12M.
Capital Investment Services of America first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Capital Investment Services of America's Avalara, Inc. position peaked at $7.95M in Q2 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Capital Investment Services of America's 13F filing for Q4 2022, filed 26 Jan 2023.