N
AVLR

Nuveen’s Avalara, Inc. AVLR Stock Holding History

Nuveen’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
-328,471
Closed -$30.2M – 3310
2022
Q3 		$30.2M Buy
328,471
+35,337
+12% +$3.17M 0.01% 758
2022
Q2 		$20.7M Sell
293,134
-1,884
-0.6% -$155K 0.01% 1025
2022
Q1 		$29M Buy
295,018
+5,568
+2% +$564K 0.01% 944
2021
Q4 		$37.4M Sell
289,450
-26,553
-8% -$4.15M 0.01% 842
2021
Q3 		$55.2M Sell
316,003
-95,540
-23% -$16.4M 0.02% 639
2021
Q2 		$66.6M Buy
411,543
+21,145
+5% +$2.95M 0.02% 615
2021
Q1 		$52.1M Sell
390,398
-47,492
-11% -$7.32M 0.02% 704
2020
Q4 		$72.2M Buy
437,890
+41,891
+11% +$6.7M 0.02% 541
2020
Q3 		$50.4M Sell
395,999
-19,145
-5% -$2.43M 0.02% 573
2020
Q2 		$55.3M Sell
415,144
-59,493
-13% -$5.85M 0.02% 519
2020
Q1 		$35.4M Buy
474,637
+121,012
+34% +$9.86M 0.02% 619
2019
Q4 		$25.9M Buy
353,625
+58,105
+20% +$4.22M 0.01% 1018
2019
Q3 		$19.9M Buy
295,520
+35,014
+13% +$2.83M 0.01% 1133
2019
Q2 		$18.8M Buy
+260,506
New +$16.8M 0.01% 1189

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

Nuveen's AVLR Position: Q4 2022 in Review

Nuveen sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 328,471 shares — an estimated $30.2M sold.

Nuveen first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $72.2M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Nuveen reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Nuveen sold 328,471 Avalara, Inc. shares in Q4 2022, an estimated $30.2M.
  • Nuveen first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Nuveen's Avalara, Inc. position peaked at $72.2M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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