HI
AVLR

Harbour Investments’s Avalara, Inc. AVLR Stock Holding History

Harbour Investments’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
-50
Closed -$4K – 3162
2022
Q3 		$4K Hold
50
– – ﹤0.01% 2287
2022
Q2 		$4K Buy
+50
New +$4.11K ﹤0.01% 2287

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

Harbour Investments's AVLR Position: Q4 2022 in Review

Harbour Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Harbour Investments first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Harbour Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Harbour Investments sold 50 Avalara, Inc. shares in Q4 2022, an estimated $4K.
  • Harbour Investments first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • Harbour Investments's Avalara, Inc. position peaked at $4K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.