NYLIM
AVLR

New York Life Investment Management’s Avalara, Inc. AVLR Stock Holding History

New York Life Investment 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
-241,944
Closed -$22.2M – 1224
2022
Q3 		$22.2M Buy
+241,944
New +$21.7M 0.27% 71

Other funds holding AVLR

IA
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

New York Life Investment Management's AVLR Position: Q4 2022 in Review

New York Life Investment Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 241,944 shares — an estimated $22.2M sold.

New York Life Investment Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $22.2M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • New York Life Investment Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • New York Life Investment Management sold 241,944 Avalara, Inc. shares in Q4 2022, an estimated $22.2M.
  • New York Life Investment Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • New York Life Investment Management's Avalara, Inc. position peaked at $22.2M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on New York Life Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.