Disciplined Investments’s Avalara, Inc. AVLR Stock Holding History

Disciplined Investments’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	-22	Closed	-$2K	–	1712
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	753
2022 Q2	$2K	Sell	22 -4	-15%	-$329	﹤0.01%	775
2022 Q1	$3K	Buy	26 +4	+18%	+$405	﹤0.01%	621
2021 Q4	$3K	Hold	22	–	–	﹤0.01%	428
2021 Q3	$4K	Hold	22	–	–	﹤0.01%	362
2021 Q2	$4K	Hold	22	–	–	﹤0.01%	353
2021 Q1	$3K	Buy	+22	New	+$3.39K	﹤0.01%	324

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

Disciplined Investments's AVLR Position: Q4 2022 in Review

Disciplined Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Disciplined Investments first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $4K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Disciplined Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 22 Avalara, Inc. shares in Q4 2022, an estimated $2K.
Disciplined Investments first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Disciplined Investments's Avalara, Inc. position peaked at $4K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.