Mariner
AVLR

Mariner’s Avalara, Inc. AVLR Stock Holding History

Mariner’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
-3,818
Closed -$350K – 2885
2022
Q3 		$350K Buy
+3,818
New +$342K ﹤0.01% 1661

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

Mariner's AVLR Position: Q4 2022 in Review

Mariner sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,818 shares — an estimated $350K sold.

Mariner first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $350K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Mariner reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Mariner sold 3,818 Avalara, Inc. shares in Q4 2022, an estimated $350K.
  • Mariner first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Mariner's Avalara, Inc. position peaked at $350K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Mariner's 13F filing for Q4 2022, filed 14 Feb 2023.