EARNEST Partners’s Avalara, Inc. AVLR Stock Holding History

EARNEST Partners’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	-46	Closed	-$4K	–	1188
2022 Q3	$4K	Hold	46	–	–	﹤0.01%	860
2022 Q2	$3K	Hold	46	–	–	﹤0.01%	954
2022 Q1	$5K	Hold	46	–	–	﹤0.01%	869
2021 Q4	$6K	Hold	46	–	–	﹤0.01%	830
2021 Q3	$8K	Hold	46	–	–	﹤0.01%	731
2021 Q2	$7K	Hold	46	–	–	﹤0.01%	779
2021 Q1	$6K	Hold	46	–	–	﹤0.01%	817
2020 Q4	$8K	Hold	46	–	–	﹤0.01%	703
2020 Q3	$6K	Buy	+46	New	+$5.84K	﹤0.01%	729

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

EARNEST Partners's AVLR Position: Q4 2022 in Review

EARNEST Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 46 shares — an estimated $4K sold.

EARNEST Partners first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $8K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

EARNEST Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
EARNEST Partners sold 46 Avalara, Inc. shares in Q4 2022, an estimated $4K.
EARNEST Partners first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
EARNEST Partners's Avalara, Inc. position peaked at $8K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on EARNEST Partners's 13F filing for Q4 2022, filed 14 Feb 2023.