Liontrust Investment Partners’s Avalara, Inc. AVLR Stock Holding History

Liontrust Investment Partners’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	-14,000	Closed	-$1.29M	–	252
2022 Q3	$1.29M	Hold	14,000	–	–	0.02%	207
2022 Q2	$988K	Sell	14,000 -24,000	-63%	-$1.97M	0.01%	221
2022 Q1	$3.78M	Sell	38,000 -3,400	-8%	-$345K	0.05%	130
2021 Q4	$5.35M	Buy	41,400 +4,000	+11%	+$624K	0.06%	127
2021 Q3	$6.54M	Buy	+37,400	New	+$6.43M	0.09%	121
2020 Q4	$7.57M	Buy	+45,900	New	+$7.34M	0.15%	84

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

Liontrust Investment Partners's AVLR Position: Q4 2022 in Review

Liontrust Investment Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 14,000 shares — an estimated $1.29M sold.

Liontrust Investment Partners first reported a position in AVLR in Q4 2020 and held it in 6 quarters. The position peaked at $7.57M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Liontrust Investment Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Liontrust Investment Partners sold 14,000 Avalara, Inc. shares in Q4 2022, an estimated $1.29M.
Liontrust Investment Partners first reported a position in Avalara, Inc. in Q4 2020 and held it in 6 quarters.
Liontrust Investment Partners's Avalara, Inc. position peaked at $7.57M in Q4 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Liontrust Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.