MA
AVLR

MCF Advisors’s Avalara, Inc. AVLR Stock Holding History

MCF Advisors’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
-162
Closed -$15K – 898
2022
Q3 		$15K Buy
+162
New +$14.5K ﹤0.01% 510

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

MCF Advisors's AVLR Position: Q4 2022 in Review

MCF Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 162 shares — an estimated $15K sold.

MCF Advisors first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • MCF Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • MCF Advisors sold 162 Avalara, Inc. shares in Q4 2022, an estimated $15K.
  • MCF Advisors first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • MCF Advisors's Avalara, Inc. position peaked at $15K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on MCF Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.