National Bank of Canada’s Avalara, Inc. AVLR Stock Holding History

National Bank of Canada’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	-340	Closed	-$31K	–	2983
2022 Q3	$31K	Sell	340 -21,151	-98%	-$1.9M	﹤0.01%	1867
2022 Q2	$1.53M	Buy	21,491 +3,086	+17%	+$254K	0.01%	868
2022 Q1	$1.6M	Buy	18,405 +18,106	+6,056%	+$1.84M	﹤0.01%	947
2021 Q4	$39K	Buy	+299	New	+$46.7K	﹤0.01%	1967

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

National Bank of Canada's AVLR Position: Q4 2022 in Review

National Bank of Canada sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 340 shares — an estimated $31K sold.

National Bank of Canada first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $1.6M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

National Bank of Canada reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
National Bank of Canada sold 340 Avalara, Inc. shares in Q4 2022, an estimated $31K.
National Bank of Canada first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
National Bank of Canada's Avalara, Inc. position peaked at $1.6M in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on National Bank of Canada's 13F filing for Q4 2022, filed 24 Jan 2023.