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
2020
Q1 		– Sell
-105,000
Closed -$7.69M – 5867
2019
Q4 		$7.69M Buy
105,000
+97,500
+1,300% +$7.08M ﹤0.01% 2345
2019
Q3 		$505K Sell
7,500
-7,600
-50% -$615K ﹤0.01% 4169
2019
Q2 		$1.07M Buy
+15,100
New +$975K ﹤0.01% 3825

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.