LPL Financial’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,479
| Closed | -$411K | – | 4641 |
|
|
2022
Q3 | $411K | Sell |
4,479
-5,288
| -54% | -$474K | ﹤0.01% | 3328 |
|
|
2022
Q2 | $690K | Sell |
9,767
-578
| -6% | -$47.5K | ﹤0.01% | 2901 |
|
|
2022
Q1 | $1.03M | Sell |
10,345
-2,507
| -20% | -$254K | ﹤0.01% | 2590 |
|
|
2021
Q4 | $1.66M | Buy |
12,852
+797
| +7% | +$124K | ﹤0.01% | 2230 |
|
|
2021
Q3 | $2.11M | Buy |
12,055
+2,761
| +30% | +$475K | ﹤0.01% | 2000 |
|
|
2021
Q2 | $1.5M | Buy |
9,294
+2,209
| +31% | +$308K | ﹤0.01% | 2210 |
|
|
2021
Q1 | $945K | Buy |
7,085
+995
| +16% | +$153K | ﹤0.01% | 2439 |
|
|
2020
Q4 | $1M | Sell |
6,090
-440
| -7% | -$70.4K | ﹤0.01% | 2178 |
|
|
2020
Q3 | $832K | Sell |
6,530
-6,154
| -49% | -$782K | ﹤0.01% | 2086 |
|
|
2020
Q2 | $1.69M | Buy |
12,684
+883
| +7% | +$86.8K | ﹤0.01% | 1461 |
|
|
2020
Q1 | $880K | Buy |
11,801
+607
| +5% | +$49.5K | ﹤0.01% | 1704 |
|
|
2019
Q4 | $820K | Sell |
11,194
-1,252
| -10% | -$90.9K | ﹤0.01% | 1986 |
|
|
2019
Q3 | $837K | Buy |
12,446
+4,528
| +57% | +$366K | ﹤0.01% | 1857 |
|
|
2019
Q2 | $572K | Buy |
7,918
+3,132
| +65% | +$202K | ﹤0.01% | 2179 |
|
|
2019
Q1 | $267K | Buy |
+4,786
| New | +$222K | ﹤0.01% | 2737 |
|
Other funds holding AVLR
LPL Financial's AVLR Position: Q4 2022 in Review
LPL Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,479 shares — an estimated $411K sold.
LPL Financial first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $2.11M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- LPL Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- LPL Financial sold 4,479 Avalara, Inc. shares in Q4 2022, an estimated $411K.
- LPL Financial first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
- LPL Financial's Avalara, Inc. position peaked at $2.11M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.