Covestor’s Avalara, Inc. AVLR Stock Holding History

Covestor’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	-93	Closed	-$9K	–	2827
2022 Q3	$9K	Sell	93 -1	-1%	-$90	0.01%	1329
2022 Q2	$7K	Sell	94 -3	-3%	-$247	0.01%	1344
2022 Q1	$10K	Buy	97 +38	+64%	+$3.85K	0.01%	1332
2021 Q4	$8K	Buy	+59	New	+$9.21K	0.01%	1131

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

Covestor's AVLR Position: Q4 2022 in Review

Covestor sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 93 shares — an estimated $9K sold.

Covestor first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Covestor reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Covestor sold 93 Avalara, Inc. shares in Q4 2022, an estimated $9K.
Covestor first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Covestor's Avalara, Inc. position peaked at $10K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.