Neuberger Berman Group
AVLR

Neuberger Berman Group’s Avalara, Inc. AVLR Stock Holding History

Neuberger Berman Group’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
-67,233
Closed -$6.17M – 1932
2022
Q3 		$6.17M Buy
67,233
+52,151
+346% +$4.67M 0.01% 836
2022
Q2 		$1.06M Sell
15,082
-2,114
-12% -$174K ﹤0.01% 1264
2022
Q1 		$1.71M Sell
17,196
-195,077
-92% -$19.8M ﹤0.01% 1216
2021
Q4 		$27.4M Buy
212,273
+688
+0.3% +$107K 0.02% 611
2021
Q3 		$37M Buy
211,585
+2,321
+1% +$399K 0.03% 534
2021
Q2 		$33.9M Buy
209,264
+799
+0.4% +$111K 0.03% 569
2021
Q1 		$27.8M Buy
208,465
+18,034
+9% +$2.78M 0.03% 597
2020
Q4 		$31.4M Sell
190,431
-1,348
-0.7% -$216K 0.03% 528
2020
Q3 		$24.4M Buy
191,779
+179,922
+1,517% +$22.9M 0.03% 524
2020
Q2 		$1.58M Sell
11,857
-39,763
-77% -$3.91M ﹤0.01% 1056
2020
Q1 		$3.85M Buy
51,620
+309
+0.6% +$25.2K 0.01% 825
2019
Q4 		$3.76M Sell
51,311
-2,974
-5% -$216K ﹤0.01% 903
2019
Q3 		$3.65M Sell
54,285
-7,974
-13% -$645K ﹤0.01% 893
2019
Q2 		$4.5M Buy
+62,259
New +$4.02M 0.01% 875

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

Neuberger Berman Group's AVLR Position: Q4 2022 in Review

Neuberger Berman Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 67,233 shares — an estimated $6.17M sold.

Neuberger Berman Group first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $37M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Neuberger Berman Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Neuberger Berman Group sold 67,233 Avalara, Inc. shares in Q4 2022, an estimated $6.17M.
  • Neuberger Berman Group first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Neuberger Berman Group's Avalara, Inc. position peaked at $37M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Neuberger Berman Group's 13F filing for Q4 2022, filed 13 Feb 2023.