PFBT
AVLR

Parkside Financial Bank & Trust’s Avalara, Inc. AVLR Stock Holding History

Parkside Financial Bank & Trust’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
-44
Closed -$4K – 2070
2022
Q3 		$4K Sell
44
-1,516
-97% -$136K ﹤0.01% 1363
2022
Q2 		$110K Buy
1,560
+68
+5% +$5.59K 0.03% 319
2022
Q1 		$149K Buy
1,492
+465
+45% +$47.1K 0.04% 274
2021
Q4 		$133K Sell
1,027
-87
-8% -$13.6K 0.03% 308
2021
Q3 		$194K Buy
1,114
+32
+3% +$5.5K 0.06% 214
2021
Q2 		$175K Buy
1,082
+378
+54% +$52.7K 0.05% 227
2021
Q1 		$94K Sell
704
-24
-3% -$3.7K 0.03% 330
2020
Q4 		$120K Buy
728
+52
+8% +$8.32K 0.04% 280
2020
Q3 		$86K Buy
+676
New +$85.9K 0.03% 322

Other funds holding AVLR

IA
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

Parkside Financial Bank & Trust's AVLR Position: Q4 2022 in Review

Parkside Financial Bank & Trust sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 44 shares — an estimated $4K sold.

Parkside Financial Bank & Trust first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $194K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Parkside Financial Bank & Trust reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 44 Avalara, Inc. shares in Q4 2022, an estimated $4K.
  • Parkside Financial Bank & Trust first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
  • Parkside Financial Bank & Trust's Avalara, Inc. position peaked at $194K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2022, filed 14 Feb 2023.