Cutler Group’s Avalara, Inc. AVLR Stock Holding History

Cutler Group’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	-1,000	Closed	-$3K	–	5651
2022 Q3	$3K	Sell	1,000 -500	-33%	-$44.8K	﹤0.01%	4111
2022 Q2	$8K	Buy	+1,500	New	+$123K	﹤0.01%	3421
2021 Q1	–	Sell	-6,400	Closed	-$105K	–	6554
2020 Q4	$105K	Sell	6,400 -12,600	-66%	-$2.02M	0.01%	1494
2020 Q3	$253K	Buy	19,000 +3,600	+23%	+$457K	0.02%	823
2020 Q2	$477K	Sell	15,400 -900	-6%	-$88.5K	0.03%	508
2020 Q1	$139K	Buy	+16,300	New	+$1.33M	0.01%	1161
2019 Q4	–	Sell	-13,600	Closed	-$17K	–	4830
2019 Q3	$17K	Buy	13,600 +10,600	+353%	+$857K	﹤0.01%	2315
2019 Q2	$36K	Buy	+3,000	New	+$194K	﹤0.01%	1804
2019 Q1	–	Sell	-1,600	Closed	-$5K	–	4984
2018 Q4	$5K	Buy	1,600 +900	+129%	+$29K	﹤0.01%	2970
2018 Q3	$1K	Buy	+700	New	+$29K	﹤0.01%	3942

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

Cutler Group's AVLR Position: Q2 2021 in Review

Cutler Group sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 361 shares — an estimated $48K sold.

Cutler Group first reported a position in AVLR in Q3 2018 and held it in 5 quarters. The position peaked at $147K in Q3 2018. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

Cutler Group reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
Cutler Group sold 361 Avalara, Inc. shares in Q2 2021, an estimated $48K.
Cutler Group first reported a position in Avalara, Inc. in Q3 2018 and held it in 5 quarters.
Cutler Group's Avalara, Inc. position peaked at $147K in Q3 2018.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Cutler Group's 13F filing for Q2 2021, filed 19 Jul 2021.