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

Mizuho Securities’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	-42	Closed	-$4K	–	216
2022 Q3	$4K	Buy	42 +2	+5%	+$179	﹤0.01%	148
2022 Q2	$5K	Sell	40 -17	-30%	-$1.4K	﹤0.01%	163
2022 Q1	$6K	Buy	57 +16	+39%	+$1.62K	﹤0.01%	144
2021 Q4	$5K	Buy	41 +1	+3%	+$156	﹤0.01%	159
2021 Q3	$7K	Hold	40	–	–	﹤0.01%	127
2021 Q2	$7K	Sell	40 -15	-27%	-$2.09K	﹤0.01%	144
2021 Q1	$7K	Buy	55 +24	+77%	+$3.7K	﹤0.01%	101
2020 Q4	$5K	Buy	+31	New	+$4.96K	﹤0.01%	143
2019 Q4	–	Sell	-1,000	Closed	-$67K	–	176
2019 Q3	$67K	Buy	+1,000	New	+$80.9K	0.04%	98

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

Mizuho Securities's AVLR Position: Q4 2022 in Review

Mizuho Securities sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 42 shares — an estimated $4K sold.

Mizuho Securities first reported a position in AVLR in Q3 2019 and held it in 9 quarters. The position peaked at $67K in Q3 2019. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Mizuho Securities reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Mizuho Securities sold 42 Avalara, Inc. shares in Q4 2022, an estimated $4K.
Mizuho Securities first reported a position in Avalara, Inc. in Q3 2019 and held it in 9 quarters.
Mizuho Securities's Avalara, Inc. position peaked at $67K in Q3 2019.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Mizuho Securities's 13F filing for Q4 2022, filed 7 Feb 2023.