CIBC Private Wealth Group’s Avalara, Inc. AVLR Stock Holding History

CIBC Private Wealth Group’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	-83,069	Closed	-$7.63M	–	972
2022 Q3	$7.63M	Buy	83,069 +283	+0.3%	+$25.4K	0.02%	332
2022 Q2	$5.84M	Sell	82,786 -5,834	-7%	-$480K	0.02%	355
2022 Q1	$8.82M	Buy	88,620 +85,359	+2,618%	+$8.65M	0.02%	339
2021 Q4	$421K	Hold	3,261	–	–	﹤0.01%	806
2021 Q3	$570K	Hold	3,261	–	–	﹤0.01%	716
2021 Q2	$528K	Hold	3,261	–	–	﹤0.01%	794
2021 Q1	$435K	Buy	3,261 +11	+0.3%	+$1.7K	﹤0.01%	832
2020 Q4	$536K	Buy	3,250 +420	+15%	+$67.2K	﹤0.01%	761
2020 Q3	$360K	Buy	+2,830	New	+$359K	﹤0.01%	744

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 Private Wealth Group's AVLR Position: Q4 2022 in Review

CIBC Private Wealth Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 83,069 shares — an estimated $7.63M sold.

CIBC Private Wealth Group first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $8.82M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

CIBC Private Wealth Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
CIBC Private Wealth Group sold 83,069 Avalara, Inc. shares in Q4 2022, an estimated $7.63M.
CIBC Private Wealth Group first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
CIBC Private Wealth Group's Avalara, Inc. position peaked at $8.82M in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on CIBC Private Wealth Group's 13F filing for Q4 2022, filed 13 Feb 2023.