MSU
AVLR

Mizuho Securities USA’s Avalara, Inc. AVLR Stock Holding History

Mizuho Securities USA’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
-25,000
Closed -$2.29M – 266
2022
Q3 		$2.29M Buy
+25,000
New +$2.24M 0.31% 103

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

Mizuho Securities USA's AVLR Position: Q4 2022 in Review

Mizuho Securities USA sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 25,000 shares — an estimated $2.29M sold.

Mizuho Securities USA first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $2.29M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Mizuho Securities USA reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Mizuho Securities USA sold 25,000 Avalara, Inc. shares in Q4 2022, an estimated $2.29M.
  • Mizuho Securities USA first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Mizuho Securities USA's Avalara, Inc. position peaked at $2.29M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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