Fidelity Investments’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-847,989
| Closed | -$77.8M | – | 5691 |
|
|
2022
Q3 | $77.8M | Buy |
847,989
+38,044
| +5% | +$3.41M | 0.01% | 1054 |
|
|
2022
Q2 | $57.2M | Buy |
809,945
+232,394
| +40% | +$19.1M | 0.01% | 1198 |
|
|
2022
Q1 | $57.5M | Sell |
577,551
-257,619
| -31% | -$26.1M | ﹤0.01% | 1337 |
|
|
2021
Q4 | $108M | Sell |
835,170
-119,847
| -13% | -$18.7M | 0.01% | 1069 |
|
|
2021
Q3 | $167M | Buy |
955,017
+218,153
| +30% | +$37.5M | 0.01% | 876 |
|
|
2021
Q2 | $119M | Buy |
736,864
+451,803
| +158% | +$63M | 0.01% | 1048 |
|
|
2021
Q1 | $38M | Sell |
285,061
-266,218
| -48% | -$41.1M | ﹤0.01% | 1513 |
|
|
2020
Q4 | $90.9M | Buy |
551,279
+35,444
| +7% | +$5.67M | 0.01% | 1077 |
|
|
2020
Q3 | $65.7M | Sell |
515,835
-198,795
| -28% | -$25.2M | 0.01% | 1092 |
|
|
2020
Q2 | $95.1M | Buy |
714,630
+141,699
| +25% | +$13.9M | 0.01% | 893 |
|
|
2020
Q1 | $42.7M | Buy |
572,931
+412,780
| +258% | +$33.6M | 0.01% | 1092 |
|
|
2019
Q4 | $11.7M | Sell |
160,151
-42,139
| -21% | -$3.06M | ﹤0.01% | 1791 |
|
|
2019
Q3 | $13.6M | Buy |
202,290
+49,581
| +32% | +$4.01M | ﹤0.01% | 1719 |
|
|
2019
Q2 | $11M | Sell |
152,709
-251,925
| -62% | -$16.3M | ﹤0.01% | 1845 |
|
|
2019
Q1 | $22.6M | Buy |
404,634
+227,359
| +128% | +$10.6M | ﹤0.01% | 1556 |
|
|
2018
Q4 | $5.52M | Buy |
177,275
+6,872
| +4% | +$222K | ﹤0.01% | 1995 |
|
|
2018
Q3 | $5.95M | Sell |
170,403
-47,800
| -22% | -$1.98M | ﹤0.01% | 2098 |
|
|
2018
Q2 | $11.6M | Buy |
+218,203
| New | +$10.4M | ﹤0.01% | 1903 |
|
Other funds holding AVLR
Fidelity Investments's AVLR Position: Q4 2022 in Review
Fidelity Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 847,989 shares — an estimated $77.8M sold.
Fidelity Investments first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $167M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Fidelity Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Fidelity Investments sold 847,989 Avalara, Inc. shares in Q4 2022, an estimated $77.8M.
- Fidelity Investments first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
- Fidelity Investments's Avalara, Inc. position peaked at $167M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Fidelity Investments's 13F filing for Q4 2022, filed 13 Feb 2023.