Oak Ridge Investments’s Avalara, Inc. AVLR Stock Holding History

Oak Ridge Investments’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	-30,369	Closed	-$2.79M	–	161
2022 Q3	$2.79M	Sell	30,369 -8,930	-23%	-$800K	0.42%	81
2022 Q2	$2.77M	Buy	39,299 +30,460	+345%	+$2.5M	0.4%	79
2022 Q1	$880K	Buy	8,839 +1,234	+16%	+$125K	0.1%	130
2021 Q4	$982K	Sell	7,605 -417	-5%	-$65.1K	0.08%	136
2021 Q3	$1.4M	Sell	8,022 -64	-0.8%	-$11K	0.12%	126
2021 Q2	$1.31M	Buy	8,086 +106	+1%	+$14.8K	0.11%	124
2021 Q1	$1.06M	Sell	7,980 -475	-6%	-$73.3K	0.1%	131
2020 Q4	$1.39M	Sell	8,455 -266	-3%	-$42.6K	0.12%	127
2020 Q3	$1.11M	Buy	8,721 +2,629	+43%	+$334K	0.09%	133
2020 Q2	$811K	Buy	+6,092	New	+$599K	0.07%	143

Other funds holding AVLR

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

Oak Ridge Investments's AVLR Position: Q4 2022 in Review

Oak Ridge Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 30,369 shares — an estimated $2.79M sold.

Oak Ridge Investments first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $2.79M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Oak Ridge Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Oak Ridge Investments sold 30,369 Avalara, Inc. shares in Q4 2022, an estimated $2.79M.
Oak Ridge Investments first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Oak Ridge Investments's Avalara, Inc. position peaked at $2.79M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Oak Ridge Investments's 13F filing for Q4 2022, filed 24 Jan 2023.