Owls Nest Partners IA’s Avalara, Inc. AVLR Stock Holding History

Owls Nest Partners IA’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	-236,239	Closed	-$21.7M	–	16
2022 Q3	$21.7M	Sell	236,239 -150,684	-39%	-$13.5M	8.71%	7
2022 Q2	$27.3M	Buy	386,923 +153,566	+66%	+$12.6M	13.76%	1
2022 Q1	$23.2M	Buy	233,357 +52,650	+29%	+$5.34M	10.4%	4
2021 Q4	$23.3M	Buy	180,707 +19,272	+12%	+$3.01M	8.9%	6
2021 Q3	$28.2M	Buy	161,435 +9,405	+6%	+$1.62M	11.82%	3
2021 Q2	$24.6M	Buy	152,030 +35,530	+30%	+$4.95M	11.33%	3
2021 Q1	$15.5M	Buy	116,500 +25,800	+28%	+$3.98M	9.07%	7
2020 Q4	$15M	Buy	+90,700	New	+$14.5M	9.06%	6

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

Owls Nest Partners IA's AVLR Position: Q4 2022 in Review

Owls Nest Partners IA sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 236,239 shares — an estimated $21.7M sold.

Owls Nest Partners IA first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $28.2M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Owls Nest Partners IA reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Owls Nest Partners IA sold 236,239 Avalara, Inc. shares in Q4 2022, an estimated $21.7M.
Owls Nest Partners IA first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Owls Nest Partners IA's Avalara, Inc. position peaked at $28.2M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Owls Nest Partners IA's 13F filing for Q4 2022, filed 14 Feb 2023.