JIM
AVLR

JCP Investment Management’s Avalara, Inc. AVLR Stock Holding History

JCP Investment 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
-186,221
Closed -$17.1M – 20
2022
Q3 		$17.1M Buy
+186,221
New +$16.7M 12.13% 2

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

JCP Investment Management's AVLR Position: Q4 2022 in Review

JCP Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 186,221 shares — an estimated $17.1M sold.

JCP Investment Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $17.1M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • JCP Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • JCP Investment Management sold 186,221 Avalara, Inc. shares in Q4 2022, an estimated $17.1M.
  • JCP Investment Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • JCP Investment Management's Avalara, Inc. position peaked at $17.1M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on JCP Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.