PSAMP
AVLR

P. Schoenfeld Asset Management (PSAM)’s Avalara, Inc. AVLR Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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
-754,000
Closed -$69.2M – 310
2022
Q3 		$69.2M Buy
+754,000
New +$67.6M 3.85% 4

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

P. Schoenfeld Asset Management (PSAM)'s AVLR Position: Q4 2022 in Review

P. Schoenfeld Asset Management (PSAM) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 754,000 shares — an estimated $69.2M sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $69.2M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • P. Schoenfeld Asset Management (PSAM) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • P. Schoenfeld Asset Management (PSAM) sold 754,000 Avalara, Inc. shares in Q4 2022, an estimated $69.2M.
  • P. Schoenfeld Asset Management (PSAM) first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • P. Schoenfeld Asset Management (PSAM)'s Avalara, Inc. position peaked at $69.2M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q4 2022, filed 14 Feb 2023.