Heritage Wealth Management (Arizona)’s Avalara, Inc. AVLR Stock Holding History

Heritage Wealth Management (Arizona)’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	-70	Closed	-$6K	–	1114
2022 Q3	$6K	Sell	70 -1,959	-97%	-$176K	﹤0.01%	746
2022 Q2	$143K	Buy	2,029 +15	+0.7%	+$1.23K	0.05%	295
2022 Q1	$200K	Buy	+2,014	New	+$204K	0.05%	271
2021 Q3	$240K	Sell	1,376 -65	-5%	-$11.2K	0.09%	185
2021 Q2	$233K	Buy	+1,441	New	+$201K	0.09%	202

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

Heritage Wealth Management (Arizona)'s AVLR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 70 shares — an estimated $6K sold.

Heritage Wealth Management (Arizona) first reported a position in AVLR in Q2 2021 and held it in 5 quarters. The position peaked at $240K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Heritage Wealth Management (Arizona) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 70 Avalara, Inc. shares in Q4 2022, an estimated $6K.
Heritage Wealth Management (Arizona) first reported a position in Avalara, Inc. in Q2 2021 and held it in 5 quarters.
Heritage Wealth Management (Arizona)'s Avalara, Inc. position peaked at $240K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.