Parallel Advisors’s Avalara, Inc. AVLR Stock Holding History

Parallel Advisors’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	-233	Closed	-$21K	–	3612
2022 Q3	$21K	Sell	233 -1,621	-87%	-$145K	﹤0.01%	1676
2022 Q2	$131K	Sell	1,854 -86	-4%	-$7.07K	0.01%	862
2022 Q1	$195K	Buy	1,940 +39	+2%	+$3.95K	0.01%	744
2021 Q4	$245K	Sell	1,901 -68	-3%	-$10.6K	0.01%	666
2021 Q3	$344K	Buy	1,969 +183	+10%	+$31.5K	0.01%	524
2021 Q2	$289K	Buy	1,786 +78	+5%	+$10.9K	0.01%	550
2021 Q1	$228K	Sell	1,708 -21	-1%	-$3.24K	0.01%	595
2020 Q4	$285K	Buy	1,729 +45	+3%	+$7.2K	0.02%	480
2020 Q3	$214K	Buy	1,684 +6	+0.4%	+$762	0.01%	537
2020 Q2	$223K	Hold	1,678	–	–	0.01%	507
2020 Q1	$125K	Buy	1,678 +325	+24%	+$26.5K	0.01%	602
2019 Q4	$99K	Buy	1,353 +621	+85%	+$45.1K	0.01%	772
2019 Q3	$49K	Buy	+732	New	+$59.2K	﹤0.01%	1000

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

Parallel Advisors's AVLR Position: Q4 2022 in Review

Parallel Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 233 shares — an estimated $21K sold.

Parallel Advisors first reported a position in AVLR in Q3 2019 and held it in 13 quarters. The position peaked at $344K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Parallel Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Parallel Advisors sold 233 Avalara, Inc. shares in Q4 2022, an estimated $21K.
Parallel Advisors first reported a position in Avalara, Inc. in Q3 2019 and held it in 13 quarters.
Parallel Advisors's Avalara, Inc. position peaked at $344K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.