Merrion Investment Management’s Avalara, Inc. AVLR Stock Holding History

Merrion Investment Management’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	-31,650	Closed	-$2.9M	–	97
2022 Q3	$2.9M	Sell	31,650 -275	-0.9%	-$24.6K	2.87%	9
2022 Q2	$2.25M	Sell	31,925 -205	-0.6%	-$16.9K	2.18%	12
2022 Q1	$3.2M	Buy	32,130 +1,130	+4%	+$115K	2.34%	11
2021 Q4	$4M	Buy	31,000 +400	+1%	+$62.4K	2.94%	11
2021 Q3	$5.35M	Hold	30,600	–	–	4.07%	5
2021 Q2	$4.95M	Buy	30,600 +281	+0.9%	+$39.2K	3.75%	8
2021 Q1	$4.04M	Sell	30,319 -1,000	-3%	-$154K	3.38%	9
2020 Q4	$5.16M	Buy	+31,319	New	+$5.01M	4.37%	5

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Merrion Investment Management's AVLR Position: Q4 2022 in Review

Merrion Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 31,650 shares — an estimated $2.9M sold.

Merrion Investment Management first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $5.35M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Merrion Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Merrion Investment Management sold 31,650 Avalara, Inc. shares in Q4 2022, an estimated $2.9M.
Merrion Investment Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Merrion Investment Management's Avalara, Inc. position peaked at $5.35M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Merrion Investment Management's 13F filing for Q4 2022, filed 24 Jan 2023.