GKFF
AVLR

George Kaiser Family Foundation’s Avalara, Inc. AVLR Stock Holding History

George Kaiser Family Foundation’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
-25,169
Closed -$2.31M – 46
2022
Q3 		$2.31M Sell
25,169
-14,926
-37% -$1.34M 0.41% 20
2022
Q2 		$2.83M Buy
+40,095
New +$3.3M 0.5% 18

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

George Kaiser Family Foundation's AVLR Position: Q4 2022 in Review

George Kaiser Family Foundation sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 25,169 shares — an estimated $2.31M sold.

George Kaiser Family Foundation first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $2.83M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • George Kaiser Family Foundation reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • George Kaiser Family Foundation sold 25,169 Avalara, Inc. shares in Q4 2022, an estimated $2.31M.
  • George Kaiser Family Foundation first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • George Kaiser Family Foundation's Avalara, Inc. position peaked at $2.83M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on George Kaiser Family Foundation's 13F filing for Q4 2022, filed 13 Feb 2023.