Connor, Clark & Lunn Investment Management (CC&L)
AVLR

Connor, Clark & Lunn Investment Management (CC&L)’s Avalara, Inc. AVLR Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
-9,412
Closed -$864K – 1492
2022
Q3 		$864K Buy
9,412
+4,955
+111% +$444K 0.01% 688
2022
Q2 		$315K Buy
+4,457
New +$366K ﹤0.01% 855
2021
Q4 		– Sell
-4,091
Closed -$715K – 1250
2021
Q3 		$715K Buy
+4,091
New +$703K ﹤0.01% 702
2021
Q2 		– Sell
-13,291
Closed -$1.77M – 1145
2021
Q1 		$1.77M Buy
13,291
+3,139
+31% +$484K 0.01% 585
2020
Q4 		$1.67M Buy
+10,152
New +$1.62M 0.01% 539
2020
Q3 		– Sell
-9,063
Closed -$1.21M – 1178
2020
Q2 		$1.21M Buy
+9,063
New +$891K 0.01% 569

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s AVLR Position: Q4 2022 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 9,412 shares — an estimated $864K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $1.77M in Q1 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 9,412 Avalara, Inc. shares in Q4 2022, an estimated $864K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Avalara, Inc. position peaked at $1.77M in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2022, filed 10 Feb 2023.