Commonwealth Equity Services’s Avalara, Inc. AVLR Stock Holding History

Commonwealth Equity Services’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	-2,610	Closed	-$239K	–	3866
2022 Q3	$239K	Sell	2,610 -2,168	-45%	-$194K	﹤0.01%	3016
2022 Q2	$337K	Sell	4,778 -64	-1%	-$5.26K	﹤0.01%	2734
2022 Q1	$481K	Buy	4,842 +371	+8%	+$37.6K	﹤0.01%	2559
2021 Q4	$577K	Sell	4,471 -327	-7%	-$51K	﹤0.01%	2408
2021 Q3	$838K	Buy	4,798 +393	+9%	+$67.6K	﹤0.01%	2069
2021 Q2	$712K	Buy	4,405 +3	+0.1%	+$418	﹤0.01%	2185
2021 Q1	$587K	Buy	4,402 +442	+11%	+$68.2K	﹤0.01%	2198
2020 Q4	$652K	Buy	3,960 +388	+11%	+$62.1K	﹤0.01%	1954
2020 Q3	$454K	Buy	3,572 +145	+4%	+$18.4K	﹤0.01%	2037
2020 Q2	$456K	Buy	3,427 +350	+11%	+$34.4K	﹤0.01%	1951
2020 Q1	$229K	Buy	+3,077	New	+$251K	﹤0.01%	2268

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

Commonwealth Equity Services's AVLR Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,610 shares — an estimated $239K sold.

Commonwealth Equity Services first reported a position in AVLR in Q1 2020 and held it in 11 quarters. The position peaked at $838K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Commonwealth Equity Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Commonwealth Equity Services sold 2,610 Avalara, Inc. shares in Q4 2022, an estimated $239K.
Commonwealth Equity Services first reported a position in Avalara, Inc. in Q1 2020 and held it in 11 quarters.
Commonwealth Equity Services's Avalara, Inc. position peaked at $838K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.