O
AVLR

Ossiam’s Avalara, Inc. AVLR Stock Holding History

Ossiam’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
-1,004
Closed -$92K – 725
2022
Q3 		$92K Buy
+1,004
New +$90K ﹤0.01% 589

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

Ossiam's AVLR Position: Q4 2022 in Review

Ossiam sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,004 shares — an estimated $92K sold.

Ossiam first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $92K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Ossiam reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Ossiam sold 1,004 Avalara, Inc. shares in Q4 2022, an estimated $92K.
  • Ossiam first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Ossiam's Avalara, Inc. position peaked at $92K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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