Ivy Lane Capital Management’s Avalara, Inc. AVLR Stock Holding History

Ivy Lane Capital Management’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	-50,000	Closed	-$4.59M	–	14
2022 Q3	$4.59M	Sell	50,000 -73,000	-59%	-$6.54M	4.48%	7
2022 Q2	$8.68M	Buy	123,000 +2,000	+2%	+$164K	8.23%	5
2022 Q1	$12M	Sell	121,000 -9,000	-7%	-$912K	9.34%	6
2021 Q4	$16.8M	Buy	130,000 +9,000	+7%	+$1.4M	11.81%	4
2021 Q3	$21.1M	Hold	121,000	–	–	14.77%	3
2021 Q2	$19.6M	Buy	121,000 +18,000	+17%	+$2.51M	13.85%	4
2021 Q1	$13.7M	Buy	103,000 +13,300	+15%	+$2.05M	11.83%	5
2020 Q4	$14.8M	Buy	+89,700	New	+$14.3M	14.15%	5

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ivy Lane Capital Management's AVLR Position: Q4 2022 in Review

Ivy Lane Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 50,000 shares — an estimated $4.59M sold.

Ivy Lane Capital Management first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $21.1M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Ivy Lane Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Ivy Lane Capital Management sold 50,000 Avalara, Inc. shares in Q4 2022, an estimated $4.59M.
Ivy Lane Capital Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Ivy Lane Capital Management's Avalara, Inc. position peaked at $21.1M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Ivy Lane Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.