CA
AVLR

Crewe Advisors’s Avalara, Inc. AVLR Stock Holding History

Crewe Advisors’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
-38
Closed -$3K – 1343
2022
Q3 		$3K Hold
38
– – ﹤0.01% 1009
2022
Q2 		$3K Buy
+38
New +$3.12K ﹤0.01% 948

Other funds holding AVLR

IA
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

Crewe Advisors's AVLR Position: Q4 2022 in Review

Crewe Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 38 shares — an estimated $3K sold.

Crewe Advisors first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Crewe Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 38 Avalara, Inc. shares in Q4 2022, an estimated $3K.
  • Crewe Advisors first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • Crewe Advisors's Avalara, Inc. position peaked at $3K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.