Gries Financial’s Avalara, Inc. AVLR Stock Holding History

Gries Financial’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	-4,918	Closed	-$451K	–	164
2022 Q3	$451K	Sell	4,918 -1,200	-20%	-$108K	0.19%	101
2022 Q2	$432K	Buy	6,118 +300	+5%	+$24.7K	0.21%	89
2022 Q1	$579K	Buy	5,818 +300	+5%	+$30.4K	0.21%	98
2021 Q4	$712K	Sell	5,518 -173,292	-97%	-$27.1M	0.29%	90
2021 Q3	$31.3M	Sell	178,810 -1,400	-0.8%	-$241K	9.81%	2
2021 Q2	$30.3M	Sell	180,210 -176	-0.1%	-$24.5K	9.72%	2
2021 Q1	$21.8M	Buy	+180,386	New	+$27.8M	6.97%	2

Other funds holding AVLR

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

Gries Financial's AVLR Position: Q4 2022 in Review

Gries Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,918 shares — an estimated $451K sold.

Gries Financial first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $31.3M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Gries Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Gries Financial sold 4,918 Avalara, Inc. shares in Q4 2022, an estimated $451K.
Gries Financial first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Gries Financial's Avalara, Inc. position peaked at $31.3M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Gries Financial's 13F filing for Q4 2022, filed 10 Jan 2023.