MassMutual Private Wealth & Trust’s Avalara, Inc. AVLR Stock Holding History

MassMutual Private Wealth & Trust’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	Closed	–	–	1915
2022 Q3	$0	Sell	3 -16	-84%	-$1.43K	﹤0.01%	1879
2022 Q2	$1K	Buy	19 +13	+217%	+$1.07K	﹤0.01%	1475
2022 Q1	$1K	Buy	+6	New	+$608	﹤0.01%	1480

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

MassMutual Private Wealth & Trust's AVLR Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3 shares.

MassMutual Private Wealth & Trust first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 3 Avalara, Inc. shares in Q4 2022.
MassMutual Private Wealth & Trust first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Avalara, Inc. position peaked at $1K in Q2 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.