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 Q2	–	Sell	-106,000	Closed	-$10.5M	–	7158
2022 Q1	$10.5M	Buy	+106,000	New	+$10.7M	﹤0.01%	2314
2020 Q4	–	Sell	-11,100	Closed	-$1.46M	–	6066
2020 Q3	$1.46M	Buy	+11,100	New	+$1.41M	﹤0.01%	3440
2020 Q1	–	Sell	-3,400	Closed	-$249K	–	5866
2019 Q4	$249K	Buy	+3,400	New	+$247K	﹤0.01%	4590
2019 Q3	–	Sell	-100,000	Closed	-$7.1M	–	6050
2019 Q2	$7.1M	Buy	+100,000	New	+$6.46M	﹤0.01%	2363

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

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.