Panagora Asset Management’s Avalara, Inc. AVLR Stock Holding History

Panagora Asset Management’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	-7,566	Closed	-$695K	–	1544
2022 Q3	$695K	Hold	7,566	–	–	﹤0.01%	1015
2022 Q2	$534K	Buy	7,566 +2,561	+51%	+$211K	﹤0.01%	1143
2022 Q1	$498K	Buy	5,005 +1,324	+36%	+$134K	﹤0.01%	1210
2021 Q4	$475K	Sell	3,681 -917	-20%	-$143K	﹤0.01%	1237
2021 Q3	$804K	Hold	4,598	–	–	﹤0.01%	1066
2021 Q2	$744K	Sell	4,598 -101	-2%	-$14.1K	﹤0.01%	1151
2021 Q1	$627K	Buy	4,699 +591	+14%	+$91.1K	﹤0.01%	1224
2020 Q4	$677K	Hold	4,108	–	–	﹤0.01%	1119
2020 Q3	$523K	Buy	+4,108	New	+$522K	﹤0.01%	1150
2020 Q2	–	Sell	-31,355	Closed	-$2.34M	–	2686
2020 Q1	$2.34M	Buy	+31,355	New	+$2.56M	0.02%	547

Other funds holding AVLR

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

Panagora Asset Management's AVLR Position: Q4 2022 in Review

Panagora Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 7,566 shares — an estimated $695K sold.

Panagora Asset Management first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $2.34M in Q1 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Panagora Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Panagora Asset Management sold 7,566 Avalara, Inc. shares in Q4 2022, an estimated $695K.
Panagora Asset Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Panagora Asset Management's Avalara, Inc. position peaked at $2.34M in Q1 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Panagora Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.