HSBC Holdings’s Avalara, Inc. AVLR Stock Holding History

HSBC Holdings’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	-111,166	Closed	-$10.2M	–	3317
2022 Q3	$10.2M	Buy	111,166 +93,291	+522%	+$8.36M	0.02%	857
2022 Q2	$1.26M	Sell	17,875 -5,330	-23%	-$438K	﹤0.01%	1800
2022 Q1	$2.32M	Sell	23,205 -9,355	-29%	-$948K	﹤0.01%	1539
2021 Q4	$4.21M	Buy	32,560 +8,181	+34%	+$1.28M	﹤0.01%	1341
2021 Q3	$4.26M	Sell	24,379 -35,665	-59%	-$6.13M	﹤0.01%	1208
2021 Q2	$9.72M	Buy	60,044 +1,245	+2%	+$174K	0.01%	864
2021 Q1	$7.84M	Buy	58,799 +23,420	+66%	+$3.61M	0.01%	873
2020 Q4	$5.84M	Buy	35,379 +11,136	+46%	+$1.78M	0.01%	964
2020 Q3	$3.09M	Buy	24,243 +13,097	+118%	+$1.66M	﹤0.01%	1134
2020 Q2	$1.48M	Buy	+11,146	New	+$1.1M	﹤0.01%	1281

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

HSBC Holdings's AVLR Position: Q4 2022 in Review

HSBC Holdings sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 111,166 shares — an estimated $10.2M sold.

HSBC Holdings first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $10.2M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

HSBC Holdings reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
HSBC Holdings sold 111,166 Avalara, Inc. shares in Q4 2022, an estimated $10.2M.
HSBC Holdings first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
HSBC Holdings's Avalara, Inc. position peaked at $10.2M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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