Northwestern Mutual Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Northwestern Mutual Wealth 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	-11	Closed	-$1K	–	3538
2022 Q3	$1K	Sell	11 -223	-95%	-$20K	﹤0.01%	3059
2022 Q2	$17K	Buy	234 +134	+134%	+$11K	﹤0.01%	2334
2022 Q1	$10K	Sell	100 -21	-17%	-$2.13K	﹤0.01%	2552
2021 Q4	$16K	Buy	121 +21	+21%	+$3.28K	﹤0.01%	2428
2021 Q3	$17K	Buy	100 +90	+900%	+$15.5K	﹤0.01%	2291
2021 Q2	$2K	Sell	10 -2	-17%	-$279	﹤0.01%	2846
2021 Q1	$2K	Sell	12 -3	-20%	-$463	﹤0.01%	2644
2020 Q4	$2K	Buy	+15	New	+$2.4K	﹤0.01%	2568
2019 Q2	–	Sell	-836	Closed	-$47K	–	2778
2019 Q1	$47K	Buy	+836	New	+$38.8K	﹤0.01%	1373

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

Northwestern Mutual Wealth Management's AVLR Position: Q4 2022 in Review

Northwestern Mutual Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Northwestern Mutual Wealth Management first reported a position in AVLR in Q1 2019 and held it in 9 quarters. The position peaked at $47K in Q1 2019. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Northwestern Mutual Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 11 Avalara, Inc. shares in Q4 2022, an estimated $1K.
Northwestern Mutual Wealth Management first reported a position in Avalara, Inc. in Q1 2019 and held it in 9 quarters.
Northwestern Mutual Wealth Management's Avalara, Inc. position peaked at $47K in Q1 2019.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2022, filed 21 Feb 2023.