Leonteq Securities AG’s Avalara, Inc. AVLR Stock Holding History

Leonteq Securities AG’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	-2	Closed	-$184	–	1390
2022 Q3	$184	Hold	2	–	–	﹤0.01%	1246
2022 Q2	$141	Hold	2	–	–	﹤0.01%	1253
2022 Q1	$199	Hold	2	–	–	﹤0.01%	1219
2021 Q4	$258	Sell	2 -1,998	-100%	-$312K	﹤0.01%	1237
2021 Q3	$350K	Hold	2,000	–	–	0.01%	490
2021 Q2	$324K	Buy	+2,000	New	+$279K	0.02%	478
2021 Q1	–	Sell	-400	Closed	-$66K	–	1137
2020 Q4	$66K	Buy	+400	New	+$64K	﹤0.01%	740

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

Leonteq Securities AG's AVLR Position: Q4 2022 in Review

Leonteq Securities AG sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2 shares — an estimated $184 sold.

Leonteq Securities AG first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $350K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Leonteq Securities AG reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Leonteq Securities AG sold 2 Avalara, Inc. shares in Q4 2022, an estimated $184.
Leonteq Securities AG first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Leonteq Securities AG's Avalara, Inc. position peaked at $350K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Leonteq Securities AG's 13F filing for Q4 2022, filed 26 Mar 2026.