CIBC Asset Management’s Avalara, Inc. AVLR Stock Holding History

CIBC Asset Management’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	-3,293	Closed	-$302K	–	1311
2022 Q3	$302K	Hold	3,293	–	–	﹤0.01%	886
2022 Q2	$232K	Sell	3,293 -241	-7%	-$19.8K	﹤0.01%	1024
2022 Q1	$352K	Sell	3,534 -75,981	-96%	-$7.7M	﹤0.01%	965
2021 Q4	$10.3M	Sell	79,515 -16,614	-17%	-$2.59M	0.04%	247
2021 Q3	$16.8M	Buy	96,129 +10,176	+12%	+$1.75M	0.07%	174
2021 Q2	$13.9M	Sell	85,953 -11,662	-12%	-$1.63M	0.06%	191
2021 Q1	$13M	Buy	97,615 +22,090	+29%	+$3.41M	0.06%	188
2020 Q4	$12.5M	Sell	75,525 -558	-0.7%	-$89.3K	0.06%	187
2020 Q3	$9.69M	Buy	76,083 +15,639	+26%	+$1.99M	0.05%	197
2020 Q2	$8.04M	Buy	60,444 +5,155	+9%	+$507K	0.05%	206
2020 Q1	$4.13M	Buy	55,289 +52,542	+1,913%	+$4.28M	0.03%	258
2019 Q4	$201K	Buy	+2,747	New	+$200K	﹤0.01%	1086

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

CIBC Asset Management's AVLR Position: Q4 2022 in Review

CIBC Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,293 shares — an estimated $302K sold.

CIBC Asset Management first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $16.8M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

CIBC Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
CIBC Asset Management sold 3,293 Avalara, Inc. shares in Q4 2022, an estimated $302K.
CIBC Asset Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
CIBC Asset Management's Avalara, Inc. position peaked at $16.8M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on CIBC Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.