Impax Asset Management Group’s Avalara, Inc. AVLR Stock Holding History

Impax Asset Management Group’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	-2,619	Closed	-$240K	–	406
2022 Q3	$240K	Buy	+2,619	New	+$235K	﹤0.01%	373
2022 Q2	–	Sell	-3,062	Closed	-$305K	–	416
2022 Q1	$305K	Sell	3,062 -6	-0.2%	-$608	﹤0.01%	372
2021 Q4	$396K	Sell	3,068 -30,355	-91%	-$4.74M	﹤0.01%	356
2021 Q3	$5.84M	Buy	33,423 +139	+0.4%	+$23.9K	0.02%	195
2021 Q2	$5.38M	Buy	33,284 +25,405	+322%	+$3.54M	0.02%	194
2021 Q1	$1.05M	Buy	7,879 +5,382	+216%	+$830K	0.01%	285
2020 Q4	$412K	Buy	+2,497	New	+$399K	﹤0.01%	273

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

Impax Asset Management Group's AVLR Position: Q4 2022 in Review

Impax Asset Management Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,619 shares — an estimated $240K sold.

Impax Asset Management Group first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $5.84M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Impax Asset Management Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Impax Asset Management Group sold 2,619 Avalara, Inc. shares in Q4 2022, an estimated $240K.
Impax Asset Management Group first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Impax Asset Management Group's Avalara, Inc. position peaked at $5.84M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Impax Asset Management Group's 13F filing for Q4 2022, filed 9 Feb 2023.