Massachusetts Financial Services
AVLR

Massachusetts Financial Services’s Avalara, Inc. AVLR Stock Holding History

Massachusetts Financial Services’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
-87,908
Closed -$8.07M – 897
2022
Q3 		$8.07M Sell
87,908
-444,769
-83% -$39.9M ﹤0.01% 626
2022
Q2 		$37.6M Buy
532,677
+1,666
+0.3% +$137K 0.01% 485
2022
Q1 		$52.8M Buy
531,011
+89,748
+20% +$9.1M 0.02% 474
2021
Q4 		$57M Buy
441,263
+139,546
+46% +$21.8M 0.02% 482
2021
Q3 		$52.7M Buy
301,717
+174,286
+137% +$30M 0.02% 491
2021
Q2 		$20.6M Sell
127,431
-365
-0.3% -$50.9K 0.01% 611
2021
Q1 		$17.1M Sell
127,796
-48,731
-28% -$7.52M 0.01% 619
2020
Q4 		$29.1M Sell
176,527
-13,150
-7% -$2.1M 0.01% 551
2020
Q3 		$24.2M Sell
189,677
-134,478
-41% -$17.1M 0.01% 546
2020
Q2 		$43.1M Buy
324,155
+12,079
+4% +$1.19M 0.02% 442
2020
Q1 		$23.3M Buy
312,076
+54,798
+21% +$4.47M 0.01% 484
2019
Q4 		$18.8M Buy
257,278
+41,510
+19% +$3.02M 0.01% 539
2019
Q3 		$14.5M Sell
215,768
-162,630
-43% -$13.2M 0.01% 566
2019
Q2 		$27.3M Buy
378,398
+2,217
+0.6% +$143K 0.01% 491
2019
Q1 		$21M Buy
+376,181
New +$17.5M 0.01% 524

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

Massachusetts Financial Services's AVLR Position: Q4 2022 in Review

Massachusetts Financial Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 87,908 shares — an estimated $8.07M sold.

Massachusetts Financial Services first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $57M in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Massachusetts Financial Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 87,908 Avalara, Inc. shares in Q4 2022, an estimated $8.07M.
  • Massachusetts Financial Services first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Massachusetts Financial Services's Avalara, Inc. position peaked at $57M in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Massachusetts Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.