IWA
AVLR

Icon Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Icon Wealth 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
-3,499
Closed -$321K – 416
2022
Q3 		$321K Buy
+3,499
New +$314K 0.04% 234

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

Icon Wealth Advisors's AVLR Position: Q4 2022 in Review

Icon Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,499 shares — an estimated $321K sold.

Icon Wealth Advisors first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $321K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Icon Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,499 Avalara, Inc. shares in Q4 2022, an estimated $321K.
  • Icon Wealth Advisors first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Icon Wealth Advisors's Avalara, Inc. position peaked at $321K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.