HighTower Advisors
AVLR

HighTower Advisors’s Avalara, Inc. AVLR Stock Holding History

HighTower Advisors’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
-6,650
Closed -$613K – 3633
2022
Q3 		$613K Sell
6,650
-11,739
-64% -$1.05M ﹤0.01% 1897
2022
Q2 		$1.31M Buy
18,389
+29
+0.2% +$2.38K ﹤0.01% 1485
2022
Q1 		$1.81M Buy
18,360
+7,905
+76% +$801K ﹤0.01% 1434
2021
Q4 		$1.36M Buy
10,455
+2,541
+32% +$397K ﹤0.01% 1589
2021
Q3 		$1.38M Sell
7,914
-8,067
-50% -$1.39M ﹤0.01% 1472
2021
Q2 		$2.58M Buy
15,981
+1,629
+11% +$227K 0.01% 1092
2021
Q1 		$1.92M Buy
14,352
+1,441
+11% +$222K 0.01% 1146
2020
Q4 		$2.12M Buy
12,911
+1,363
+12% +$218K 0.01% 883
2020
Q3 		$1.47M Buy
11,548
+4,369
+61% +$555K 0.01% 1025
2020
Q2 		$955K Buy
7,179
+1,297
+22% +$127K 0.01% 1146
2020
Q1 		$431K Buy
5,882
+1,796
+44% +$146K ﹤0.01% 1397
2019
Q4 		$300K Buy
4,086
+237
+6% +$17.2K ﹤0.01% 1722
2019
Q3 		$262K Buy
+3,849
New +$311K ﹤0.01% 1890

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

HighTower Advisors's AVLR Position: Q4 2022 in Review

HighTower Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 6,650 shares — an estimated $613K sold.

HighTower Advisors first reported a position in AVLR in Q3 2019 and held it in 13 quarters. The position peaked at $2.58M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • HighTower Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • HighTower Advisors sold 6,650 Avalara, Inc. shares in Q4 2022, an estimated $613K.
  • HighTower Advisors first reported a position in Avalara, Inc. in Q3 2019 and held it in 13 quarters.
  • HighTower Advisors's Avalara, Inc. position peaked at $2.58M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on HighTower Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.