Concourse Financial Group Securities’s Avalara, Inc. AVLR Stock Holding History

Concourse Financial Group Securities’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	-5,760	Closed	-$529K	–	2374
2022 Q3	$529K	Sell	5,760 -724	-11%	-$64.9K	0.05%	345
2022 Q2	$458K	Sell	6,484 -199	-3%	-$16.4K	0.04%	415
2022 Q1	$665K	Sell	6,683 -4,351	-39%	-$441K	0.05%	365
2021 Q4	$1.43M	Buy	11,034 +324	+3%	+$50.6K	0.08%	241
2021 Q3	$1.87M	Buy	10,710 +449	+4%	+$77.2K	0.11%	171
2021 Q2	$1.66M	Buy	10,261 +3,210	+46%	+$447K	0.1%	184
2021 Q1	$941K	Buy	7,051 +1,265	+22%	+$195K	0.07%	279
2020 Q4	$954K	Buy	5,786 +1,399	+32%	+$224K	0.07%	243
2020 Q3	$559K	Buy	+4,387	New	+$557K	0.05%	317

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

Concourse Financial Group Securities's AVLR Position: Q4 2022 in Review

Concourse Financial Group Securities sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 5,760 shares — an estimated $529K sold.

Concourse Financial Group Securities first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $1.87M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Concourse Financial Group Securities reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Concourse Financial Group Securities sold 5,760 Avalara, Inc. shares in Q4 2022, an estimated $529K.
Concourse Financial Group Securities first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
Concourse Financial Group Securities's Avalara, Inc. position peaked at $1.87M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Concourse Financial Group Securities's 13F filing for Q4 2022, filed 30 Jan 2023.