Ergoteles’s Avalara, Inc. AVLR Stock Holding History

Ergoteles’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	-163,134	Closed	-$15M	–	2166
2022 Q3	$15M	Buy	+163,134	New	+$14.6M	0.53%	23
2022 Q1	–	Sell	-7,993	Closed	-$1.03M	–	1760
2021 Q4	$1.03M	Sell	7,993 -10,607	-57%	-$1.66M	0.04%	411
2021 Q3	$3.25M	Sell	18,600 -1,389	-7%	-$239K	0.12%	199
2021 Q2	$3.23M	Buy	19,989 +14,890	+292%	+$2.08M	0.07%	298
2021 Q1	$680K	Buy	+5,099	New	+$786K	0.02%	430
2020 Q4	–	Sell	-4,021	Closed	-$512K	–	978
2020 Q3	$512K	Buy	+4,021	New	+$511K	0.07%	228

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

Ergoteles's AVLR Position: Q4 2022 in Review

Ergoteles sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 163,134 shares — an estimated $15M sold.

Ergoteles first reported a position in AVLR in Q3 2020 and held it in 6 quarters. The position peaked at $15M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Ergoteles reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 163,134 Avalara, Inc. shares in Q4 2022, an estimated $15M.
Ergoteles first reported a position in Avalara, Inc. in Q3 2020 and held it in 6 quarters.
Ergoteles's Avalara, Inc. position peaked at $15M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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