CI Investments Inc
AVLR

CI Investments Inc’s Avalara, Inc. AVLR Stock Holding History

CI Investments Inc’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
-51,784
Closed -$4.75M – 1437
2022
Q3 		$4.75M Hold
51,784
– – 0.02% 291
2022
Q2 		$3.66M Sell
51,784
-1,189
-2% -$97.8K 0.02% 300
2022
Q1 		$5.27M Hold
52,973
– – 0.02% 320
2021
Q4 		$6.84M Buy
52,973
+1,447
+3% +$226K 0.02% 311
2021
Q3 		$9.01M Buy
51,526
+249
+0.5% +$42.8K 0.03% 311
2021
Q2 		$8.3M Hold
51,277
– – 0.03% 308
2021
Q1 		$6.84M Hold
51,277
– – 0.03% 286
2020
Q4 		$8.46M Hold
51,277
– – 0.04% 267
2020
Q3 		$6.53M Buy
51,277
+15,099
+42% +$1.92M 0.03% 254
2020
Q2 		$4.82M Buy
+36,178
New +$3.56M 0.03% 266

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

CI Investments Inc's AVLR Position: Q4 2022 in Review

CI Investments Inc sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 51,784 shares — an estimated $4.75M sold.

CI Investments Inc first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $9.01M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • CI Investments Inc reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • CI Investments Inc sold 51,784 Avalara, Inc. shares in Q4 2022, an estimated $4.75M.
  • CI Investments Inc first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • CI Investments Inc's Avalara, Inc. position peaked at $9.01M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on CI Investments Inc's 13F filing for Q4 2022, filed 10 Feb 2023.