DAM
AVLR

DLD Asset Management’s Avalara, Inc. AVLR Stock Holding History

DLD Asset Management’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
-280,000
Closed -$25.7M – 203
2022
Q3 		$25.7M Buy
+280,000
New +$25.1M 2% 12

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

DLD Asset Management's AVLR Position: Q4 2022 in Review

DLD Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 280,000 shares — an estimated $25.7M sold.

DLD Asset Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $25.7M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • DLD Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • DLD Asset Management sold 280,000 Avalara, Inc. shares in Q4 2022, an estimated $25.7M.
  • DLD Asset Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • DLD Asset Management's Avalara, Inc. position peaked at $25.7M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on DLD Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.