Cetera Investment Advisers’s Avalara, Inc. AVLR Stock Holding History

Cetera Investment Advisers’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	-13,329	Closed	-$1.22M	–	2189
2022 Q3	$1.22M	Sell	13,329 -374	-3%	-$33.5K	0.02%	637
2022 Q2	$967K	Sell	13,703 -427	-3%	-$35.1K	0.02%	812
2022 Q1	$1.41M	Buy	14,130 +725	+5%	+$73.5K	0.02%	694
2021 Q4	$1.73M	Buy	13,405 +149	+1%	+$23.3K	0.02%	607
2021 Q3	$2.32M	Sell	13,256 -35	-0.3%	-$6.02K	0.04%	471
2021 Q2	$2.15M	Buy	13,291 +9,438	+245%	+$1.32M	0.03%	479
2021 Q1	$514K	Sell	3,853 -5,826	-60%	-$898K	0.01%	968
2020 Q4	$1.6M	Buy	+9,679	New	+$1.55M	0.03%	497

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

Cetera Investment Advisers's AVLR Position: Q4 2022 in Review

Cetera Investment Advisers sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 13,329 shares — an estimated $1.22M sold.

Cetera Investment Advisers first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $2.32M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Cetera Investment Advisers reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Cetera Investment Advisers sold 13,329 Avalara, Inc. shares in Q4 2022, an estimated $1.22M.
Cetera Investment Advisers first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Cetera Investment Advisers's Avalara, Inc. position peaked at $2.32M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Cetera Investment Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.