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

Motley Fool Wealth 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	-73,771	Closed	-$6.77M	–	136
2022 Q3	$6.77M	Buy	73,771 +217	+0.3%	+$19.4K	0.44%	74
2022 Q2	$5.19M	Sell	73,554 -437	-0.6%	-$35.9K	0.33%	84
2022 Q1	$7.36M	Sell	73,991 -983	-1%	-$99.6K	0.35%	81
2021 Q4	$9.68M	Sell	74,974 -1,572	-2%	-$245K	0.42%	71
2021 Q3	$13.4M	Sell	76,546 -1,449	-2%	-$249K	0.58%	56
2021 Q2	$12.6M	Sell	77,995 -701	-0.9%	-$97.7K	0.53%	61
2021 Q1	$10.5M	Sell	78,696 -591	-0.7%	-$91.1K	0.47%	73
2020 Q4	$13.1M	Buy	79,287 +28,465	+56%	+$4.55M	0.58%	56
2020 Q3	$6.47M	Buy	50,822 +25,262	+99%	+$3.21M	0.34%	82
2020 Q2	$3.4M	Buy	+25,560	New	+$2.51M	0.19%	94

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

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

Motley Fool Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 73,771 shares — an estimated $6.77M sold.

Motley Fool Wealth Management first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $13.4M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Motley Fool Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Motley Fool Wealth Management sold 73,771 Avalara, Inc. shares in Q4 2022, an estimated $6.77M.
Motley Fool Wealth Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Motley Fool Wealth Management's Avalara, Inc. position peaked at $13.4M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Motley Fool Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.