KC
AVLR

Kellner Capital’s Avalara, Inc. AVLR Stock Holding History

Kellner Capital’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
-172,655
Closed -$15.8M – 47
2022
Q3 		$15.8M Buy
+172,655
New +$15.5M 8.97% 3

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

Kellner Capital's AVLR Position: Q4 2022 in Review

Kellner Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 172,655 shares — an estimated $15.8M sold.

Kellner Capital first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $15.8M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Kellner Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Kellner Capital sold 172,655 Avalara, Inc. shares in Q4 2022, an estimated $15.8M.
  • Kellner Capital first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Kellner Capital's Avalara, Inc. position peaked at $15.8M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Kellner Capital's 13F filing for Q4 2022, filed 13 Feb 2023.