KRS Capital Management’s Avalara, Inc. AVLR Stock Holding History

KRS Capital Management’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	-3,535	Closed	-$324K	–	109
2022 Q3	$324K	Sell	3,535 -835	-19%	-$74.8K	0.45%	69
2022 Q2	$308K	Buy	4,370 +50	+1%	+$4.11K	0.44%	74
2022 Q1	$429K	Sell	4,320 -25	-0.6%	-$2.53K	0.46%	63
2021 Q4	$560K	Buy	+4,345	New	+$678K	0.48%	56

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

KRS Capital Management's AVLR Position: Q4 2022 in Review

KRS Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,535 shares — an estimated $324K sold.

KRS Capital Management first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $560K in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

KRS Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
KRS Capital Management sold 3,535 Avalara, Inc. shares in Q4 2022, an estimated $324K.
KRS Capital Management first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
KRS Capital Management's Avalara, Inc. position peaked at $560K in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on KRS Capital Management's 13F filing for Q4 2022, filed 19 Jan 2023.