MML Investors Services’s Avalara, Inc. AVLR Stock Holding History

MML Investors Services’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	-19,882	Closed	-$1.82M	–	2252
2022 Q3	$1.82M	Sell	19,882 -8,171	-29%	-$732K	0.01%	789
2022 Q2	$1.98M	Buy	28,053 +773	+3%	+$63.6K	0.02%	756
2022 Q1	$2.71M	Buy	27,280 +2,709	+11%	+$275K	0.02%	671
2021 Q4	$3.17M	Buy	24,571 +1,266	+5%	+$198K	0.02%	577
2021 Q3	$4.07M	Buy	23,305 +1,422	+6%	+$245K	0.03%	476
2021 Q2	$3.54M	Buy	21,883 +7,513	+52%	+$1.05M	0.03%	505
2021 Q1	$1.92M	Buy	14,370 +2,004	+16%	+$309K	0.02%	670
2020 Q4	$2.04M	Buy	12,366 +2,798	+29%	+$448K	0.02%	590
2020 Q3	$1.22M	Buy	+9,568	New	+$1.22M	0.02%	695

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

MML Investors Services's AVLR Position: Q4 2022 in Review

MML Investors Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 19,882 shares — an estimated $1.82M sold.

MML Investors Services first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $4.07M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

MML Investors Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
MML Investors Services sold 19,882 Avalara, Inc. shares in Q4 2022, an estimated $1.82M.
MML Investors Services first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
MML Investors Services's Avalara, Inc. position peaked at $4.07M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on MML Investors Services's 13F filing for Q4 2022, filed 13 Feb 2023.