Nissay Asset Management’s Avalara, Inc. AVLR Stock Holding History

Nissay Asset 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	-10,109	Closed	-$928K	–	764
2022 Q3	$928K	Buy	10,109 +428	+4%	+$38.4K	0.01%	598
2022 Q2	$683K	Buy	9,681 +359	+4%	+$29.5K	0.01%	641
2022 Q1	$928K	Buy	9,322 +273	+3%	+$27.7K	0.01%	625
2021 Q4	$1.17M	Buy	9,049 +134	+2%	+$20.9K	0.01%	617
2021 Q3	$1.56M	Buy	8,915 +362	+4%	+$62.2K	0.01%	513
2021 Q2	$1.38M	Buy	8,553 +24	+0.3%	+$3.35K	0.01%	552
2021 Q1	$1.14M	Sell	8,529 -102	-1%	-$15.7K	0.01%	583
2020 Q4	$1.42M	Buy	8,631 +166	+2%	+$26.6K	0.02%	504
2020 Q3	$1.08M	Buy	8,465 +639	+8%	+$81.2K	0.02%	515
2020 Q2	$1.04M	Buy	+7,826	New	+$769K	0.02%	511

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

Nissay Asset Management's AVLR Position: Q4 2022 in Review

Nissay Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 10,109 shares — an estimated $928K sold.

Nissay Asset Management first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.56M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Nissay Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Nissay Asset Management sold 10,109 Avalara, Inc. shares in Q4 2022, an estimated $928K.
Nissay Asset Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Nissay Asset Management's Avalara, Inc. position peaked at $1.56M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Nissay Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.