CVA Family Office’s Avalara, Inc. AVLR Stock Holding History

CVA Family Office’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	-454	Closed	-$42K	–	1028
2022 Q3	$42K	Sell	454 -20	-4%	-$1.79K	0.01%	407
2022 Q2	$33K	Buy	474 +105	+28%	+$8.63K	0.01%	450
2022 Q1	$37K	Sell	369 -5	-1%	-$507	0.01%	454
2021 Q4	$48K	Buy	+374	New	+$58.4K	0.01%	371
2021 Q3	–	Sell	-404	Closed	-$65K	–	944
2021 Q2	$65K	Buy	404 +394	+3,940%	+$54.9K	0.02%	319
2021 Q1	$1K	Buy	+10	New	+$1.54K	﹤0.01%	772

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

CVA Family Office's AVLR Position: Q4 2022 in Review

CVA Family Office sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 454 shares — an estimated $42K sold.

CVA Family Office first reported a position in AVLR in Q1 2021 and held it in 6 quarters. The position peaked at $65K in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

CVA Family Office reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
CVA Family Office sold 454 Avalara, Inc. shares in Q4 2022, an estimated $42K.
CVA Family Office first reported a position in Avalara, Inc. in Q1 2021 and held it in 6 quarters.
CVA Family Office's Avalara, Inc. position peaked at $65K in Q2 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.