MCC
AVLR

Money Concepts Capital’s Avalara, Inc. AVLR Stock Holding History

Money Concepts Capital’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
-8
Closed -$1K – 3337
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1534
2022
Q2 		$1K Hold
8
– – ﹤0.01% 1424
2022
Q1 		$1K Buy
+8
New +$811 ﹤0.01% 2646

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

Money Concepts Capital's AVLR Position: Q4 2022 in Review

Money Concepts Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 8 shares — an estimated $1K sold.

Money Concepts Capital first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Money Concepts Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 8 Avalara, Inc. shares in Q4 2022, an estimated $1K.
  • Money Concepts Capital first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's Avalara, Inc. position peaked at $1K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.