Lountzis Asset Management’s Avalara, Inc. AVLR Stock Holding History

Lountzis Asset 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	-47,522	Closed	-$4.36M	–	31
2022 Q3	$4.36M	Sell	47,522 -272	-0.6%	-$24.4K	2.96%	12
2022 Q2	$3.37M	Hold	47,794	–	–	2.26%	13
2022 Q1	$4.76M	Buy	+47,794	New	+$4.84M	2.64%	14

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

Lountzis Asset Management's AVLR Position: Q4 2022 in Review

Lountzis Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 47,522 shares — an estimated $4.36M sold.

Lountzis Asset Management first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $4.76M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Lountzis Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Lountzis Asset Management sold 47,522 Avalara, Inc. shares in Q4 2022, an estimated $4.36M.
Lountzis Asset Management first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
Lountzis Asset Management's Avalara, Inc. position peaked at $4.76M in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Lountzis Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.