Envestnet Asset Management
AVLR

Envestnet Asset Management’s Avalara, Inc. AVLR Stock Holding History

Envestnet 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
-139,943
Closed -$12.8M – 4129
2022
Q3 		$12.8M Sell
139,943
-180,989
-56% -$16.2M 0.01% 1012
2022
Q2 		$22.7M Sell
320,932
-4,841
-1% -$398K 0.01% 731
2022
Q1 		$32.4M Buy
325,773
+59,793
+22% +$6.06M 0.02% 645
2021
Q4 		$34.3M Buy
265,980
+8,225
+3% +$1.28M 0.02% 619
2021
Q3 		$45M Buy
257,755
+15,065
+6% +$2.59M 0.02% 490
2021
Q2 		$39.3M Buy
242,690
+108,506
+81% +$15.1M 0.02% 524
2021
Q1 		$17.9M Buy
134,184
+26,099
+24% +$4.02M 0.01% 765
2020
Q4 		$17.8M Buy
108,085
+26,015
+32% +$4.16M 0.01% 662
2020
Q3 		$10.5M Buy
82,070
+67,394
+459% +$8.56M 0.01% 797
2020
Q2 		$1.95M Sell
14,676
-2,195
-13% -$216K ﹤0.01% 1587
2020
Q1 		$1.26M Buy
16,871
+3,861
+30% +$315K ﹤0.01% 1682
2019
Q4 		$953K Buy
13,010
+2,043
+19% +$148K ﹤0.01% 2060
2019
Q3 		$738K Buy
10,967
+6,316
+136% +$511K ﹤0.01% 2145
2019
Q2 		$336K Buy
+4,651
New +$300K ﹤0.01% 2585

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

Envestnet Asset Management's AVLR Position: Q4 2022 in Review

Envestnet Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 139,943 shares — an estimated $12.8M sold.

Envestnet Asset Management first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $45M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Envestnet Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 139,943 Avalara, Inc. shares in Q4 2022, an estimated $12.8M.
  • Envestnet Asset Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Envestnet Asset Management's Avalara, Inc. position peaked at $45M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.