FTCM
AVLR

First Trust Capital Management’s Avalara, Inc. AVLR Stock Holding History

First Trust 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
-1,234,982
Closed -$113M – 510
2022
Q3 		$113M Buy
+1,234,982
New +$111M 5.36% 1

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

First Trust Capital Management's AVLR Position: Q4 2022 in Review

First Trust Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,234,982 shares — an estimated $113M sold.

First Trust Capital Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $113M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • First Trust Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • First Trust Capital Management sold 1,234,982 Avalara, Inc. shares in Q4 2022, an estimated $113M.
  • First Trust Capital Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • First Trust Capital Management's Avalara, Inc. position peaked at $113M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on First Trust Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.