FPCM
AVLR

Financial Partners Capital Management’s Avalara, Inc. AVLR Stock Holding History

Financial Partners Capital 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
-66,913
Closed -$6.14M – 121
2022
Q3 		$6.14M Sell
66,913
-455
-0.7% -$40.8K 1.45% 25
2022
Q2 		$4.76M Buy
67,368
+11,151
+20% +$917K 1.02% 35
2022
Q1 		$5.59M Buy
56,217
+8,830
+19% +$895K 1.04% 35
2021
Q4 		$6.12M Buy
47,387
+1,078
+2% +$168K 1.08% 33
2021
Q3 		$8.09M Buy
46,309
+3,283
+8% +$565K 1.48% 28
2021
Q2 		$6.96M Buy
43,026
+1,140
+3% +$159K 1.28% 31
2021
Q1 		$5.59M Buy
41,886
+530
+1% +$81.7K 1.13% 35
2020
Q4 		$6.82M Sell
41,356
-675
-2% -$108K 1.56% 27
2020
Q3 		$5.35M Sell
42,031
-280
-0.7% -$35.6K 1.42% 28
2020
Q2 		$5.63M Buy
42,311
+4,322
+11% +$425K 1.62% 26
2020
Q1 		$2.83M Buy
+37,989
New +$3.1M 0.9% 35

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

Financial Partners Capital Management's AVLR Position: Q4 2022 in Review

Financial Partners Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 66,913 shares — an estimated $6.14M sold.

Financial Partners Capital Management first reported a position in AVLR in Q1 2020 and held it in 11 quarters. The position peaked at $8.09M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Financial Partners Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Financial Partners Capital Management sold 66,913 Avalara, Inc. shares in Q4 2022, an estimated $6.14M.
  • Financial Partners Capital Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 11 quarters.
  • Financial Partners Capital Management's Avalara, Inc. position peaked at $8.09M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.