First Horizon Advisors’s Avalara, Inc. AVLR Stock Holding History

First Horizon Advisors’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	-834	Closed	-$76K	–	2563
2022 Q3	$76K	Sell	834 -841	-50%	-$75.4K	﹤0.01%	694
2022 Q2	$118K	Buy	1,675 +883	+111%	+$72.6K	﹤0.01%	611
2022 Q1	$79K	Sell	792 -1,066	-57%	-$108K	﹤0.01%	534
2021 Q4	$238K	Sell	1,858 -89	-5%	-$13.9K	0.01%	461
2021 Q3	$339K	Buy	1,947 +1,047	+116%	+$180K	0.01%	409
2021 Q2	$145K	Buy	900 +141	+19%	+$19.7K	0.01%	457
2021 Q1	$101K	Buy	759 +615	+427%	+$94.8K	0.01%	506
2020 Q4	$23K	Buy	144 +1	+0.7%	+$160	﹤0.01%	858
2020 Q3	$18K	Sell	143 -95	-40%	-$12.1K	﹤0.01%	860
2020 Q2	$32K	Sell	238 -10	-4%	-$983	﹤0.01%	652
2020 Q1	$18K	Buy	248 +37	+18%	+$3.02K	﹤0.01%	784
2019 Q4	$15K	Sell	211 -37	-15%	-$2.69K	﹤0.01%	971
2019 Q3	$16K	Buy	248 +117	+89%	+$9.46K	﹤0.01%	932
2019 Q2	$9K	Buy	+131	New	+$8.46K	﹤0.01%	1128

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

First Horizon Advisors's AVLR Position: Q4 2022 in Review

First Horizon Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 834 shares — an estimated $76K sold.

First Horizon Advisors first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $339K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

First Horizon Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
First Horizon Advisors sold 834 Avalara, Inc. shares in Q4 2022, an estimated $76K.
First Horizon Advisors first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
First Horizon Advisors's Avalara, Inc. position peaked at $339K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.