PAS
AVLR

Park Avenue Securities’s Avalara, Inc. AVLR Stock Holding History

Park Avenue Securities’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
-8,394
Closed -$771K – 1228
2022
Q3 		$771K Sell
8,394
-7,213
-46% -$646K 0.02% 562
2022
Q2 		$1.1M Buy
15,607
+1,045
+7% +$85.9K 0.02% 423
2022
Q1 		$1.45M Buy
14,562
+4,761
+49% +$483K 0.03% 358
2021
Q4 		$1.26M Buy
9,801
+892
+10% +$139K 0.02% 382
2021
Q3 		$1.56M Buy
8,909
+1,051
+13% +$181K 0.03% 291
2021
Q2 		$1.27M Buy
7,858
+4,974
+172% +$693K 0.03% 319
2021
Q1 		$385K Buy
2,884
+889
+45% +$137K 0.01% 677
2020
Q4 		$329K Buy
+1,995
New +$319K 0.01% 650

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

Park Avenue Securities's AVLR Position: Q4 2022 in Review

Park Avenue Securities sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 8,394 shares — an estimated $771K sold.

Park Avenue Securities first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $1.56M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Park Avenue Securities reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Park Avenue Securities sold 8,394 Avalara, Inc. shares in Q4 2022, an estimated $771K.
  • Park Avenue Securities first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
  • Park Avenue Securities's Avalara, Inc. position peaked at $1.56M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Park Avenue Securities's 13F filing for Q4 2022, filed 24 Jan 2023.