EGM
AVLR

Engineers Gate Manager’s Avalara, Inc. AVLR Stock Holding History

Engineers Gate Manager’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
-2,440
Closed -$224K – 2143
2022
Q3 		$224K Sell
2,440
-48,422
-95% -$4.34M 0.01% 1266
2022
Q2 		$3.59M Buy
50,862
+47,742
+1,530% +$3.93M 0.13% 188
2022
Q1 		$310K Sell
3,120
-32,003
-91% -$3.24M 0.01% 1379
2021
Q4 		$4.54M Buy
+35,123
New +$5.48M 0.2% 94
2021
Q2 		– Sell
-11,696
Closed -$1.56M – 2167
2021
Q1 		$1.56M Sell
11,696
-15,379
-57% -$2.37M 0.08% 374
2020
Q4 		$4.46M Buy
27,075
+20,398
+305% +$3.26M 0.19% 110
2020
Q3 		$850K Buy
+6,677
New +$848K 0.04% 711
2020
Q2 		– Sell
-17,567
Closed -$1.31M – 2059
2020
Q1 		$1.31M Sell
17,567
-11,031
-39% -$899K 0.09% 314
2019
Q4 		$2.1M Sell
28,598
-69,114
-71% -$5.02M 0.09% 333
2019
Q3 		$6.58M Buy
97,712
+38,883
+66% +$3.15M 0.33% 57
2019
Q2 		$4.25M Buy
58,829
+53,566
+1,018% +$3.46M 0.23% 109
2019
Q1 		$294K Sell
5,263
-47,790
-90% -$2.22M 0.02% 748
2018
Q4 		$1.65M Buy
+53,053
New +$1.71M 0.13% 237

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

Engineers Gate Manager's AVLR Position: Q4 2022 in Review

Engineers Gate Manager sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,440 shares — an estimated $224K sold.

Engineers Gate Manager first reported a position in AVLR in Q4 2018 and held it in 13 quarters. The position peaked at $6.58M in Q3 2019. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Engineers Gate Manager reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Engineers Gate Manager sold 2,440 Avalara, Inc. shares in Q4 2022, an estimated $224K.
  • Engineers Gate Manager first reported a position in Avalara, Inc. in Q4 2018 and held it in 13 quarters.
  • Engineers Gate Manager's Avalara, Inc. position peaked at $6.58M in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Engineers Gate Manager's 13F filing for Q4 2022, filed 14 Feb 2023.