IFP Advisors’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-136
| Closed | -$7K | – | 4656 |
|
|
2022
Q4 | $7K | Sell |
136
-11
| -7% | -$1.02K | ﹤0.01% | 3657 |
|
|
2022
Q3 | $8K | Buy |
147
+3
| +2% | +$269 | ﹤0.01% | 3825 |
|
|
2022
Q2 | $8K | Hold |
144
| – | – | ﹤0.01% | 3571 |
|
|
2022
Q1 | $8K | Sell |
144
-123
| -46% | -$12.5K | ﹤0.01% | 3570 |
|
|
2021
Q4 | $34K | Sell |
267
-5
| -2% | -$781 | ﹤0.01% | 1720 |
|
|
2021
Q3 | $48K | Buy |
272
+49
| +22% | +$8.43K | ﹤0.01% | 1599 |
|
|
2021
Q2 | $36K | Buy |
223
+158
| +243% | +$22K | ﹤0.01% | 1672 |
|
|
2021
Q1 | $9K | Buy |
65
+28
| +76% | +$4.32K | ﹤0.01% | 2193 |
|
|
2020
Q4 | $6K | Buy |
37
+13
| +54% | +$2.08K | ﹤0.01% | 2281 |
|
|
2020
Q3 | $3K | Buy |
24
+15
| +167% | +$1.91K | ﹤0.01% | 2411 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$885 | ﹤0.01% | 2660 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11K | – | 4080 |
|
|
2018
Q2 | $11K | Buy |
+200
| New | +$9.51K | ﹤0.01% | 2862 |
|
IFP Advisors's AVLR Position: Q1 2023 in Review
IFP Advisors sold out of Avalara, Inc. (AVLR) in Q1 2023, closing a stake of 136 shares — an estimated $7K sold.
IFP Advisors first reported a position in AVLR in Q2 2018 and held it in 12 quarters. The position peaked at $48K in Q3 2021. 0 funds tracked by Wall St. Rank hold AVLR as of Q1 2023.
- IFP Advisors reported no remaining Avalara, Inc. position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 136 Avalara, Inc. shares in Q1 2023, an estimated $7K.
- IFP Advisors first reported a position in Avalara, Inc. in Q2 2018 and held it in 12 quarters.
- IFP Advisors's Avalara, Inc. position peaked at $48K in Q3 2021.
- 0 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.