CB
AVLR

Commerce Bank’s Avalara, Inc. AVLR Stock Holding History

Commerce Bank’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
-6,332
Closed -$582K – 1174
2022
Q3 		$582K Sell
6,332
-172
-3% -$15.4K 0.01% 699
2022
Q2 		$459K Buy
6,504
+3,094
+91% +$254K ﹤0.01% 818
2022
Q1 		$339K Buy
+3,410
New +$346K ﹤0.01% 954

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

Commerce Bank's AVLR Position: Q4 2022 in Review

Commerce Bank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 6,332 shares — an estimated $582K sold.

Commerce Bank first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $582K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Commerce Bank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Commerce Bank sold 6,332 Avalara, Inc. shares in Q4 2022, an estimated $582K.
  • Commerce Bank first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
  • Commerce Bank's Avalara, Inc. position peaked at $582K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Commerce Bank's 13F filing for Q4 2022, filed 10 Feb 2023.