DTL
AVLR

Dynamic Technology Lab’s Avalara, Inc. AVLR Stock Holding History

Dynamic Technology Lab’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
-33,553
Closed -$3.08M – 1651
2022
Q3 		$3.08M Sell
33,553
-7,647
-19% -$685K 0.3% 28
2022
Q2 		$2.91M Buy
+41,200
New +$3.39M 0.33% 26
2022
Q1 		– Sell
-3,140
Closed -$405K – 1666
2021
Q4 		$405K Buy
+3,140
New +$490K 0.04% 685
2021
Q1 		– Sell
-13,597
Closed -$2.24M – 1587
2020
Q4 		$2.24M Sell
13,597
-937
-6% -$150K 0.36% 23
2020
Q3 		$1.85M Buy
14,534
+3,108
+27% +$395K 0.3% 46
2020
Q2 		$1.52M Buy
+11,426
New +$1.12M 0.23% 101
2020
Q1 		– Sell
-2,891
Closed -$212K – 1470
2019
Q4 		$212K Sell
2,891
-8,125
-74% -$590K 0.03% 817
2019
Q3 		$741K Buy
+11,016
New +$891K 0.13% 251

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

Dynamic Technology Lab's AVLR Position: Q4 2022 in Review

Dynamic Technology Lab sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 33,553 shares — an estimated $3.08M sold.

Dynamic Technology Lab first reported a position in AVLR in Q3 2019 and held it in 8 quarters. The position peaked at $3.08M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Dynamic Technology Lab reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Dynamic Technology Lab sold 33,553 Avalara, Inc. shares in Q4 2022, an estimated $3.08M.
  • Dynamic Technology Lab first reported a position in Avalara, Inc. in Q3 2019 and held it in 8 quarters.
  • Dynamic Technology Lab's Avalara, Inc. position peaked at $3.08M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Dynamic Technology Lab's 13F filing for Q4 2022, filed 14 Feb 2023.