Delphia (USA)’s Avalara, Inc. AVLR Stock Holding History

Delphia (USA)’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	-7,939	Closed	-$729K	–	384
2022 Q3	$729K	Sell	7,939 -3,365	-30%	-$302K	0.83%	17
2022 Q2	$798K	Buy	11,304 +3,052	+37%	+$251K	0.55%	38
2022 Q1	$821K	Buy	8,252 +5,325	+182%	+$540K	0.61%	24
2021 Q4	$378K	Buy	+2,927	New	+$457K	0.4%	74

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

Delphia (USA)'s AVLR Position: Q4 2022 in Review

Delphia (USA) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 7,939 shares — an estimated $729K sold.

Delphia (USA) first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $821K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Delphia (USA) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Delphia (USA) sold 7,939 Avalara, Inc. shares in Q4 2022, an estimated $729K.
Delphia (USA) first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Delphia (USA)'s Avalara, Inc. position peaked at $821K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Delphia (USA)'s 13F filing for Q4 2022, filed 14 Feb 2023.