Credit Suisse’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-142,820
| Closed | -$13.1M | – | 4239 |
|
|
2022
Q3 | $13.1M | Buy |
142,820
+76,551
| +116% | +$6.86M | 0.01% | 803 |
|
|
2022
Q2 | $4.68M | Sell |
66,269
-8,725
| -12% | -$717K | ﹤0.01% | 1323 |
|
|
2022
Q1 | $7.46M | Buy |
74,994
+1,598
| +2% | +$162K | 0.01% | 1189 |
|
|
2021
Q4 | $9.48M | Sell |
73,396
-11,003
| -13% | -$1.72M | 0.01% | 1545 |
|
|
2021
Q3 | $14.8M | Buy |
84,399
+6,919
| +9% | +$1.19M | 0.01% | 1267 |
|
|
2021
Q2 | $12.7M | Buy |
77,480
+863
| +1% | +$120K | 0.01% | 1404 |
|
|
2021
Q1 | $10.2M | Sell |
76,617
-1,200
| -2% | -$185K | 0.01% | 1575 |
|
|
2020
Q4 | $12.8M | Sell |
77,817
-7,374
| -9% | -$1.18M | 0.01% | 1425 |
|
|
2020
Q3 | $10.8M | Buy |
85,191
+14,979
| +21% | +$1.9M | 0.01% | 1335 |
|
|
2020
Q2 | $9.34M | Buy |
70,212
+48,410
| +222% | +$4.76M | 0.01% | 1333 |
|
|
2020
Q1 | $1.63M | Sell |
21,802
-36,820
| -63% | -$3M | ﹤0.01% | 2276 |
|
|
2019
Q4 | $4.29M | Sell |
58,622
-18,687
| -24% | -$1.36M | ﹤0.01% | 1990 |
|
|
2019
Q3 | $5.2M | Sell |
77,309
-63,463
| -45% | -$5.13M | ﹤0.01% | 1733 |
|
|
2019
Q2 | $10.2M | Buy |
140,772
+136,618
| +3,289% | +$8.82M | 0.01% | 1306 |
|
|
2019
Q1 | $231K | Buy |
+4,154
| New | +$193K | ﹤0.01% | 3716 |
|
Other funds holding AVLR
Credit Suisse's AVLR Position: Q4 2022 in Review
Credit Suisse sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 142,820 shares — an estimated $13.1M sold.
Credit Suisse first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $14.8M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Credit Suisse reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Credit Suisse sold 142,820 Avalara, Inc. shares in Q4 2022, an estimated $13.1M.
- Credit Suisse first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
- Credit Suisse's Avalara, Inc. position peaked at $14.8M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.