Loomis, Sayles & Company
AVLR

Loomis, Sayles & Company’s Avalara, Inc. AVLR Stock Holding History

Loomis, Sayles & Company’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
-19
Closed -$2K – 1019
2022
Q3 		$2K Buy
+19
New +$1.7K ﹤0.01% 868
2022
Q1 		– Sell
-199,211
Closed -$25.7M – 1062
2021
Q4 		$25.7M Sell
199,211
-2,070
-1% -$323K 0.03% 274
2021
Q3 		$35.2M Buy
201,281
+14,083
+8% +$2.42M 0.04% 224
2021
Q2 		$30.3M Buy
187,198
+7,173
+4% +$1,000K 0.04% 248
2021
Q1 		$24M Buy
180,025
+13,334
+8% +$2.06M 0.03% 264
2020
Q4 		$27.5M Buy
166,691
+20,280
+14% +$3.24M 0.04% 223
2020
Q3 		$18.6M Buy
146,411
+8,278
+6% +$1.05M 0.03% 244
2020
Q2 		$18.4M Buy
138,133
+10,640
+8% +$1.05M 0.03% 231
2020
Q1 		$9.51M Buy
+127,493
New +$10.4M 0.02% 286

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

Loomis, Sayles & Company's AVLR Position: Q4 2022 in Review

Loomis, Sayles & Company sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Loomis, Sayles & Company first reported a position in AVLR in Q1 2020 and held it in 9 quarters. The position peaked at $35.2M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Loomis, Sayles & Company reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Loomis, Sayles & Company sold 19 Avalara, Inc. shares in Q4 2022, an estimated $2K.
  • Loomis, Sayles & Company first reported a position in Avalara, Inc. in Q1 2020 and held it in 9 quarters.
  • Loomis, Sayles & Company's Avalara, Inc. position peaked at $35.2M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Loomis, Sayles & Company's 13F filing for Q4 2022, filed 10 Feb 2023.