CIBC Asset Management’s Avalara, Inc. AVLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,293
| Closed | -$302K | – | 1309 |
|
|
2022
Q3 | $302K | Hold |
3,293
| – | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $232K | Sell |
3,293
-241
| -7% | -$17K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $352K | Sell |
3,534
-75,981
| -96% | -$7.57M | ﹤0.01% | 964 |
|
|
2021
Q4 | $10.3M | Sell |
79,515
-16,614
| -17% | -$2.14M | 0.04% | 247 |
|
|
2021
Q3 | $16.8M | Buy |
96,129
+10,176
| +12% | +$1.78M | 0.07% | 174 |
|
|
2021
Q2 | $13.9M | Sell |
85,953
-11,662
| -12% | -$1.89M | 0.06% | 191 |
|
|
2021
Q1 | $13M | Buy |
97,615
+22,090
| +29% | +$2.95M | 0.06% | 187 |
|
|
2020
Q4 | $12.5M | Sell |
75,525
-558
| -0.7% | -$92K | 0.06% | 187 |
|
|
2020
Q3 | $9.69M | Buy |
76,083
+15,639
| +26% | +$1.99M | 0.05% | 196 |
|
|
2020
Q2 | $8.04M | Buy |
60,444
+5,155
| +9% | +$686K | 0.05% | 206 |
|
|
2020
Q1 | $4.13M | Buy |
55,289
+52,542
| +1,913% | +$3.92M | 0.03% | 256 |
|
|
2019
Q4 | $201K | Buy |
+2,747
| New | +$201K | ﹤0.01% | 1084 |
|