Carson Wealth (CWM LLC)
AVLR

Carson Wealth (CWM LLC)’s Avalara, Inc. AVLR Stock Holding History

Carson Wealth (CWM LLC)’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
-1,458
Closed -$134K – 4401
2022
Q3 		$134K Sell
1,458
-76
-5% -$6.81K ﹤0.01% 1212
2022
Q2 		$108K Sell
1,534
-1,709
-53% -$141K ﹤0.01% 1291
2022
Q1 		$323K Sell
3,243
-143,963
-98% -$14.6M ﹤0.01% 861
2021
Q4 		$19M Buy
+147,206
New +$23M 0.13% 149
2021
Q2 		$10.2M Hold
63,100
– – 0.08% 198
2021
Q1 		$10.2M Hold
63,100
– – 0.08% 198
2020
Q4 		$10.2M Hold
63,100
– – 0.08% 198
2020
Q3 		$10.2M Hold
63,100
– – 0.08% 198
2020
Q2 		$10.2M Hold
63,100
– – 0.08% 198
2020
Q1 		$10.2M Hold
63,100
– – 0.08% 198
2019
Q4 		$10.2M Hold
63,100
– – 0.08% 198
2019
Q3 		$10.2M Hold
63,100
– – 0.08% 198
2019
Q2 		$10.2M Hold
63,100
– – 0.08% 198
2019
Q1 		$10.2M Buy
63,100
+63,021
+79,773% +$2.92M 0.08% 198
2018
Q4 		$2K Buy
+79
New +$2.55K ﹤0.01% 1815

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

Carson Wealth (CWM LLC)'s AVLR Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,458 shares — an estimated $134K sold.

Carson Wealth (CWM LLC) first reported a position in AVLR in Q4 2018 and held it in 15 quarters. The position peaked at $19M in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1,458 Avalara, Inc. shares in Q4 2022, an estimated $134K.
  • Carson Wealth (CWM LLC) first reported a position in Avalara, Inc. in Q4 2018 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Avalara, Inc. position peaked at $19M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.