LIM
AVLR

Longfellow Investment Management’s Avalara, Inc. AVLR Stock Holding History

Longfellow Investment 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
-782
Closed -$72K – 373
2022
Q3 		$72K Buy
+782
New +$70.1K 0.01% 216

Other funds holding AVLR

IA
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

Longfellow Investment Management's AVLR Position: Q4 2022 in Review

Longfellow Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 782 shares — an estimated $72K sold.

Longfellow Investment Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $72K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Longfellow Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 782 Avalara, Inc. shares in Q4 2022, an estimated $72K.
  • Longfellow Investment Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Longfellow Investment Management's Avalara, Inc. position peaked at $72K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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