Gotham Asset Management’s Avalara, Inc. AVLR Stock Holding History

Gotham Asset 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	-2,538	Closed	-$233K	–	1348
2022 Q3	$233K	Buy	+2,538	New	+$227K	0.01%	1044
2021 Q1	–	Sell	-4,271	Closed	-$704K	–	1129
2020 Q4	$704K	Buy	+4,271	New	+$683K	0.02%	636
2020 Q3	–	Sell	-4,160	Closed	-$554K	–	1162
2020 Q2	$554K	Sell	4,160 -1,217	-23%	-$120K	0.02%	720
2020 Q1	$401K	Sell	5,377 -1,549	-22%	-$126K	0.01%	762
2019 Q4	$507K	Sell	6,926 -1,873	-21%	-$136K	0.01%	808
2019 Q3	$592K	Sell	8,799 -3,748	-30%	-$303K	0.01%	712
2019 Q2	$906K	Buy	+12,547	New	+$810K	0.01%	654

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

Gotham Asset Management's AVLR Position: Q4 2022 in Review

Gotham Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,538 shares — an estimated $233K sold.

Gotham Asset Management first reported a position in AVLR in Q2 2019 and held it in 7 quarters. The position peaked at $906K in Q2 2019. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Gotham Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Gotham Asset Management sold 2,538 Avalara, Inc. shares in Q4 2022, an estimated $233K.
Gotham Asset Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 7 quarters.
Gotham Asset Management's Avalara, Inc. position peaked at $906K in Q2 2019.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Gotham Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.