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

Lattice 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	-3,000	Closed	-$275K	–	61
2022 Q3	$275K	Hold	3,000	–	–	0.44%	42
2022 Q2	$248K	Hold	3,000	–	–	0.45%	50
2022 Q1	$275K	Hold	3,000	–	–	0.39%	54
2021 Q4	$387K	Buy	+3,000	New	+$468K	0.03%	57

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Lattice Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,000 shares — an estimated $275K sold.

Lattice Capital Management first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $387K in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Lattice Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Lattice Capital Management sold 3,000 Avalara, Inc. shares in Q4 2022, an estimated $275K.
Lattice Capital Management first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Lattice Capital Management's Avalara, Inc. position peaked at $387K in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Lattice Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.