Motley Fool Asset Management’s Avalara, Inc. AVLR Stock Holding History

Motley Fool Asset Management’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	-23,658	Closed	-$2.17M	–	223
2022 Q3	$2.17M	Sell	23,658 -36,421	-61%	-$3.26M	0.21%	85
2022 Q2	$4.57M	Sell	60,079 -2,825	-4%	-$232K	0.43%	59
2022 Q1	$6.26M	Sell	62,904 -25,900	-29%	-$2.63M	0.46%	56
2021 Q4	$11.5M	Sell	88,804 -196	-0.2%	-$30.6K	0.73%	42
2021 Q3	$15.6M	Hold	89,000	–	–	1.01%	31
2021 Q2	$14.4M	Buy	89,000 +5,000	+6%	+$697K	0.95%	36
2021 Q1	$11.2M	Hold	84,000	–	–	0.81%	41
2020 Q4	$13.9M	Buy	84,000 +10,000	+14%	+$1.6M	1.03%	32
2020 Q3	$9.42M	Buy	+74,000	New	+$9.4M	0.84%	38

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

Motley Fool Asset Management's AVLR Position: Q4 2022 in Review

Motley Fool Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 23,658 shares — an estimated $2.17M sold.

Motley Fool Asset Management first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $15.6M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Motley Fool Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Motley Fool Asset Management sold 23,658 Avalara, Inc. shares in Q4 2022, an estimated $2.17M.
Motley Fool Asset Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
Motley Fool Asset Management'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 Motley Fool Asset Management's 13F filing for Q4 2022, filed 9 Feb 2023.