Mizuho Markets Americas’s Avalara, Inc. AVLR Stock Holding History

Mizuho Markets Americas’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	-74,942	Closed	-$6.88M	–	154
2022 Q3	$6.88M	Sell	74,942 -25,500	-25%	-$2.29M	0.3%	81
2022 Q2	$7.09M	Buy	100,442 +26,750	+36%	+$2.2M	0.52%	35
2022 Q1	$7.33M	Sell	73,692 -18,000	-20%	-$1.82M	0.45%	28
2021 Q4	$11.8M	Buy	91,692 +2,682	+3%	+$419K	0.62%	22
2021 Q3	$15.6M	Buy	+89,010	New	+$15.3M	1.23%	15

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

Mizuho Markets Americas's AVLR Position: Q4 2022 in Review

Mizuho Markets Americas sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 74,942 shares — an estimated $6.88M sold.

Mizuho Markets Americas first reported a position in AVLR in Q3 2021 and held it in 5 quarters. The position peaked at $15.6M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Mizuho Markets Americas reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Mizuho Markets Americas sold 74,942 Avalara, Inc. shares in Q4 2022, an estimated $6.88M.
Mizuho Markets Americas first reported a position in Avalara, Inc. in Q3 2021 and held it in 5 quarters.
Mizuho Markets Americas's Avalara, Inc. position peaked at $15.6M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Mizuho Markets Americas's 13F filing for Q4 2022, filed 3 Feb 2023.