CS
AVLR

Credit Suisse’s Avalara, Inc. AVLR Stock Holding History

Credit Suisse’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
2019
Q3 		– Sell
-13,100
Closed -$946K – 4314
2019
Q2 		$946K Buy
+13,100
New +$846K ﹤0.01% 2971

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

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.