Natixis’s Avalara, Inc. AVLR Stock Holding History

Natixis’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	-78,000	Closed	-$7.17M	–	1415
2022 Q3	$7.17M	Buy	+78,000	New	+$6.99M	0.03%	332
2022 Q1	–	Sell	-76,633	Closed	-$9.89M	–	1374
2021 Q4	$9.89M	Buy	76,633 +63,482	+483%	+$9.91M	0.03%	400
2021 Q3	$2.3M	Buy	+13,151	New	+$2.26M	0.01%	698
2021 Q1	–	Sell	-3,110	Closed	-$513K	–	1217
2020 Q4	$513K	Buy	+3,110	New	+$498K	﹤0.01%	894

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

Natixis's AVLR Position: Q4 2022 in Review

Natixis sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 78,000 shares — an estimated $7.17M sold.

Natixis first reported a position in AVLR in Q4 2020 and held it in 4 quarters. The position peaked at $9.89M in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Natixis reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Natixis sold 78,000 Avalara, Inc. shares in Q4 2022, an estimated $7.17M.
Natixis first reported a position in Avalara, Inc. in Q4 2020 and held it in 4 quarters.
Natixis's Avalara, Inc. position peaked at $9.89M in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Natixis's 13F filing for Q4 2022, filed 13 Feb 2023.