Glassman Wealth Services’s Avalara, Inc. AVLR Stock Holding History

Glassman Wealth Services’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	-13	Closed	-$1K	–	2076
2022 Q3	$1K	Buy	13 +7	+117%	+$627	﹤0.01%	1611
2022 Q2	$0	Sell	6 -9	-60%	-$740	﹤0.01%	2117
2022 Q1	$1K	Buy	15 +10	+200%	+$1.01K	﹤0.01%	1597
2021 Q4	$1K	Sell	5 -1	-17%	-$156	﹤0.01%	1589
2021 Q3	$1K	Buy	6 +5	+500%	+$860	﹤0.01%	1535
2021 Q2	$0	Hold	1	–	–	﹤0.01%	1725
2021 Q1	$0	Sell	1 -7	-88%	-$1.08K	﹤0.01%	1698
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	1313
2020 Q3	$1K	Buy	+8	New	+$1.02K	﹤0.01%	1281

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

Glassman Wealth Services's AVLR Position: Q4 2022 in Review

Glassman Wealth Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Glassman Wealth Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Glassman Wealth Services sold 13 Avalara, Inc. shares in Q4 2022, an estimated $1K.
Glassman Wealth Services first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
Glassman Wealth Services's Avalara, Inc. position peaked at $1K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Glassman Wealth Services's 13F filing for Q4 2022, filed 6 Feb 2023.