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

Lindbrook 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	-142	Closed	-$13K	–	3075
2022 Q3	$13K	Buy	142 +8	+6%	+$717	﹤0.01%	1224
2022 Q2	$9K	Sell	134 -3	-2%	-$247	﹤0.01%	1328
2022 Q1	$14K	Buy	137 +127	+1,270%	+$12.9K	﹤0.01%	1173
2021 Q4	$1K	Sell	10 -18	-64%	-$2.81K	﹤0.01%	2044
2021 Q3	$5K	Buy	28 +18	+180%	+$3.1K	﹤0.01%	1282
2021 Q2	$2K	Sell	10 -16	-62%	-$2.23K	﹤0.01%	1680
2021 Q1	$3K	Sell	26 -12	-32%	-$1.85K	﹤0.01%	1490
2020 Q4	$6K	Buy	38 +13	+52%	+$2.08K	﹤0.01%	1149
2020 Q3	$3K	Buy	+25	New	+$3.17K	﹤0.01%	1335
2019 Q3	–	Sell	-200	Closed	-$14K	–	1566
2019 Q2	$14K	Buy	+200	New	+$12.9K	0.01%	807

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

Lindbrook Capital's AVLR Position: Q4 2022 in Review

Lindbrook Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 142 shares — an estimated $13K sold.

Lindbrook Capital first reported a position in AVLR in Q2 2019 and held it in 10 quarters. The position peaked at $14K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Lindbrook Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Lindbrook Capital sold 142 Avalara, Inc. shares in Q4 2022, an estimated $13K.
Lindbrook Capital first reported a position in Avalara, Inc. in Q2 2019 and held it in 10 quarters.
Lindbrook Capital's Avalara, Inc. position peaked at $14K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.