JP Morgan Chase
AVLR

JP Morgan Chase’s Avalara, Inc. AVLR Stock Holding History

JP Morgan Chase’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
-1,767,653
Closed -$162M – 7364
2022
Q3 		$162M Buy
1,767,653
+1,617,448
+1,077% +$145M 0.02% 555
2022
Q2 		$10.6M Buy
150,205
+26,724
+22% +$2.2M ﹤0.01% 2110
2022
Q1 		$12.3M Buy
123,481
+26,845
+28% +$2.72M ﹤0.01% 2172
2021
Q4 		$12.5M Sell
96,636
-658,089
-87% -$103M ﹤0.01% 2252
2021
Q3 		$132M Sell
754,725
-489,144
-39% -$84.1M 0.02% 739
2021
Q2 		$201M Sell
1,243,869
-246,755
-17% -$34.4M 0.02% 599
2021
Q1 		$199M Buy
1,490,624
+1,192,584
+400% +$184M 0.03% 573
2020
Q4 		$49.1M Sell
298,040
-253,818
-46% -$40.6M 0.01% 1083
2020
Q3 		$72.5M Buy
551,858
+68,167
+14% +$8.66M 0.01% 817
2020
Q2 		$64.4M Sell
483,691
-162,271
-25% -$16M 0.01% 797
2020
Q1 		$48.2M Sell
645,962
-213,951
-25% -$17.4M 0.01% 809
2019
Q4 		$63M Buy
859,913
+295,385
+52% +$21.5M 0.01% 847
2019
Q3 		$38M Buy
564,528
+451,829
+401% +$36.5M 0.01% 1098
2019
Q2 		$8M Buy
112,699
+84,600
+301% +$5.46M ﹤0.01% 2277
2019
Q1 		$1.57M Buy
28,099
+14,747
+110% +$684K ﹤0.01% 3510
2018
Q4 		$415K Buy
13,352
+10,231
+328% +$330K ﹤0.01% 4227
2018
Q3 		$109K Buy
3,121
+1,751
+128% +$72.5K ﹤0.01% 4916
2018
Q2 		$73K Buy
+1,370
New +$65.2K ﹤0.01% 4951

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

JP Morgan Chase's AVLR Position: Q4 2022 in Review

JP Morgan Chase sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,767,653 shares — an estimated $162M sold.

JP Morgan Chase first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $201M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • JP Morgan Chase reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Chase sold 1,767,653 Avalara, Inc. shares in Q4 2022, an estimated $162M.
  • JP Morgan Chase first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
  • JP Morgan Chase's Avalara, Inc. position peaked at $201M in Q2 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on JP Morgan Chase's 13F filing for Q4 2022, filed 13 Feb 2023.