Kestra Advisory Services’s Avalara, Inc. AVLR Stock Holding History

Kestra Advisory Services’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	-5,501	Closed	-$505K	–	2384
2022 Q3	$505K	Sell	5,501 -1,251	-19%	-$112K	0.01%	1312
2022 Q2	$477K	Buy	6,752 +507	+8%	+$41.7K	﹤0.01%	1356
2022 Q1	$621K	Buy	6,245 +4,019	+181%	+$407K	0.01%	1166
2021 Q4	$287K	Sell	2,226 -648	-23%	-$101K	﹤0.01%	1628
2021 Q3	$502K	Buy	2,874 +824	+40%	+$142K	0.01%	1385
2021 Q2	$332K	Buy	+2,050	New	+$286K	﹤0.01%	1508
2021 Q1	–	Sell	-1,464	Closed	-$250K	–	2101
2020 Q4	$250K	Buy	+1,464	New	+$234K	﹤0.01%	1572

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

Kestra Advisory Services's AVLR Position: Q4 2022 in Review

Kestra Advisory Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 5,501 shares — an estimated $505K sold.

Kestra Advisory Services first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $621K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Kestra Advisory Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Kestra Advisory Services sold 5,501 Avalara, Inc. shares in Q4 2022, an estimated $505K.
Kestra Advisory Services first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Kestra Advisory Services's Avalara, Inc. position peaked at $621K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Kestra Advisory Services's 13F filing for Q4 2022, filed 31 Jan 2023.