Dimensional Fund Advisors
AVLR

Dimensional Fund Advisors’s Avalara, Inc. AVLR Stock Holding History

Dimensional Fund 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
-211,546
Closed -$19.4M – 3557
2022
Q3 		$19.4M Buy
211,546
+11,901
+6% +$1.07M 0.01% 1849
2022
Q2 		$14.1M Buy
199,645
+8,204
+4% +$675K 0.01% 2048
2022
Q1 		$19.1M Buy
191,441
+15,139
+9% +$1.53M 0.01% 1991
2021
Q4 		$22.8M Buy
176,302
+10,651
+6% +$1.66M 0.01% 1911
2021
Q3 		$29M Sell
165,651
-9,560
-5% -$1.64M 0.01% 1799
2021
Q2 		$28.4M Sell
175,211
-3,654
-2% -$509K 0.01% 1877
2021
Q1 		$23.9M Buy
178,865
+22,317
+14% +$3.44M 0.01% 1950
2020
Q4 		$25.8M Buy
156,548
+299
+0.2% +$47.8K 0.01% 1843
2020
Q3 		$19.9M Buy
156,249
+7,358
+5% +$935K 0.01% 1853
2020
Q2 		$19.8M Buy
148,891
+4,869
+3% +$479K 0.01% 1875
2020
Q1 		$10.8M Buy
144,022
+23,837
+20% +$1.94M 0.01% 2086
2019
Q4 		$8.8M Buy
120,185
+24,882
+26% +$1.81M ﹤0.01% 2395
2019
Q3 		$6.41M Buy
95,303
+57,089
+149% +$4.62M ﹤0.01% 2511
2019
Q2 		$2.76M Buy
+38,214
New +$2.47M ﹤0.01% 2817

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

Dimensional Fund Advisors's AVLR Position: Q4 2022 in Review

Dimensional Fund Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 211,546 shares — an estimated $19.4M sold.

Dimensional Fund Advisors first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $29M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Dimensional Fund Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 211,546 Avalara, Inc. shares in Q4 2022, an estimated $19.4M.
  • Dimensional Fund Advisors first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Dimensional Fund Advisors's Avalara, Inc. position peaked at $29M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Dimensional Fund Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.