Loring Wolcott & Coolidge Fiduciary Advisors’s Avalara, Inc. AVLR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	-2,000	Closed	-$184K	–	615
2022 Q3	$184K	Hold	2,000	–	–	﹤0.01%	294
2022 Q2	$141K	Hold	2,000	–	–	﹤0.01%	326
2022 Q1	$199K	Hold	2,000	–	–	﹤0.01%	308
2021 Q4	$258K	Hold	2,000	–	–	﹤0.01%	286
2021 Q3	$350K	Hold	2,000	–	–	﹤0.01%	245
2021 Q2	$324K	Hold	2,000	–	–	﹤0.01%	261
2021 Q1	$267K	Hold	2,000	–	–	﹤0.01%	261
2020 Q4	$330K	Buy	+2,000	New	+$320K	﹤0.01%	239

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

Loring Wolcott & Coolidge Fiduciary Advisors's AVLR Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,000 shares — an estimated $184K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $350K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 Avalara, Inc. shares in Q4 2022, an estimated $184K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors'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 Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.