Ellevest Inc’s Avalara, Inc. AVLR Stock Holding History

Ellevest Inc’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	-1,138	Closed	-$104K	–	2009
2022 Q3	$104K	Buy	1,138 +623	+121%	+$55.8K	0.01%	405
2022 Q2	$36K	Buy	515 +495	+2,475%	+$40.7K	﹤0.01%	637
2022 Q1	$2K	Buy	+20	New	+$2.03K	﹤0.01%	1239
2020 Q4	–	Sell	-37	Closed	-$5K	–	1414
2020 Q3	$5K	Buy	+37	New	+$4.7K	﹤0.01%	782

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

Ellevest Inc's AVLR Position: Q4 2022 in Review

Ellevest Inc sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,138 shares — an estimated $104K sold.

Ellevest Inc first reported a position in AVLR in Q3 2020 and held it in 4 quarters. The position peaked at $104K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Ellevest Inc reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Ellevest Inc sold 1,138 Avalara, Inc. shares in Q4 2022, an estimated $104K.
Ellevest Inc first reported a position in Avalara, Inc. in Q3 2020 and held it in 4 quarters.
Ellevest Inc's Avalara, Inc. position peaked at $104K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Ellevest Inc's 13F filing for Q4 2022, filed 3 Feb 2023.