GJIC
AVLR

Gamble Jones Investment Counsel’s Avalara, Inc. AVLR Stock Holding History

Gamble Jones Investment Counsel’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
-49,915
Closed -$4.58M – 221
2022
Q3 		$4.58M Sell
49,915
-2,596
-5% -$233K 0.37% 56
2022
Q2 		$3.71M Sell
52,511
-4,913
-9% -$404K 0.27% 61
2022
Q1 		$5.71M Buy
57,424
+572
+1% +$58K 0.36% 57
2021
Q4 		$7.34M Buy
56,852
+1,328
+2% +$207K 0.43% 50
2021
Q3 		$9.7M Sell
55,524
-229
-0.4% -$39.4K 0.64% 37
2021
Q2 		$9.02M Buy
55,753
+366
+0.7% +$51K 0.59% 43
2021
Q1 		$7.39M Buy
55,387
+1,823
+3% +$281K 0.5% 45
2020
Q4 		$8.83M Buy
53,564
+1,292
+2% +$207K 0.6% 40
2020
Q3 		$6.66M Buy
52,272
+173
+0.3% +$22K 0.48% 43
2020
Q2 		$6.93M Buy
52,099
+1,300
+3% +$128K 0.55% 43
2020
Q1 		$3.79M Buy
50,799
+25,619
+102% +$2.09M 0.35% 54
2019
Q4 		$1.84M Buy
+25,180
New +$1.83M 0.14% 87

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Gamble Jones Investment Counsel's AVLR Position: Q4 2022 in Review

Gamble Jones Investment Counsel sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 49,915 shares — an estimated $4.58M sold.

Gamble Jones Investment Counsel first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $9.7M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Gamble Jones Investment Counsel reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Gamble Jones Investment Counsel sold 49,915 Avalara, Inc. shares in Q4 2022, an estimated $4.58M.
  • Gamble Jones Investment Counsel first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
  • Gamble Jones Investment Counsel's Avalara, Inc. position peaked at $9.7M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Gamble Jones Investment Counsel's 13F filing for Q4 2022, filed 8 Feb 2023.