HM
AVLR

Harvest Management’s Avalara, Inc. AVLR Stock Holding History

Harvest 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
-75,000
Closed -$6.88M – 75
2022
Q3 		$6.88M Buy
+75,000
New +$6.72M 5.56% 4

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Harvest Management's AVLR Position: Q4 2022 in Review

Harvest Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 75,000 shares — an estimated $6.88M sold.

Harvest Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $6.88M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Harvest Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Harvest Management sold 75,000 Avalara, Inc. shares in Q4 2022, an estimated $6.88M.
  • Harvest Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Harvest Management's Avalara, Inc. position peaked at $6.88M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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