E. Ohman J:or Asset Management’s Avalara, Inc. AVLR Stock Holding History

E. Ohman J:or 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	-2,200	Closed	-$202K	–	454
2022 Q3	$202K	Buy	+2,200	New	+$197K	0.01%	413
2020 Q4	–	Sell	-1,700	Closed	-$216K	–	451
2020 Q3	$216K	Buy	+1,700	New	+$216K	0.01%	394

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

E. Ohman J:or Asset Management's AVLR Position: Q4 2022 in Review

E. Ohman J:or Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,200 shares — an estimated $202K sold.

E. Ohman J:or Asset Management first reported a position in AVLR in Q3 2020 and held it in 2 quarters. The position peaked at $216K in Q3 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

E. Ohman J:or Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
E. Ohman J:or Asset Management sold 2,200 Avalara, Inc. shares in Q4 2022, an estimated $202K.
E. Ohman J:or Asset Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 2 quarters.
E. Ohman J:or Asset Management's Avalara, Inc. position peaked at $216K in Q3 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on E. Ohman J:or Asset Management's 13F filing for Q4 2022, filed 5 Apr 2024.