Newbridge Financial Services Group’s Avalara, Inc. AVLR Stock Holding History

Newbridge Financial Services 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	-70	Closed	-$6K	–	1532
2022 Q3	$6K	Hold	70	–	–	﹤0.01%	1028
2022 Q2	$5K	Hold	70	–	–	﹤0.01%	1035
2022 Q1	$7K	Hold	70	–	–	﹤0.01%	1042
2021 Q4	$9K	Hold	70	–	–	﹤0.01%	952
2021 Q3	$12K	Hold	70	–	–	0.01%	838
2021 Q2	$11K	Hold	70	–	–	0.01%	971
2021 Q1	$9K	Buy	+70	New	+$10.8K	0.01%	936

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

Newbridge Financial Services Group's AVLR Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 70 shares — an estimated $6K sold.

Newbridge Financial Services Group first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $12K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Newbridge Financial Services Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 70 Avalara, Inc. shares in Q4 2022, an estimated $6K.
Newbridge Financial Services Group first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Newbridge Financial Services Group's Avalara, Inc. position peaked at $12K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.