Pathstone Family Office’s Avalara, Inc. AVLR Stock Holding History

Pathstone Family Office’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	-47,438	Closed	-$4.36M	–	1630
2022 Q3	$4.36M	Buy	47,438 +43,702	+1,170%	+$3.92M	0.04%	259
2022 Q2	$264K	Buy	+3,736	New	+$307K	0.01%	854
2021 Q1	–	Sell	-355	Closed	-$59K	–	1436
2020 Q4	$59K	Buy	+355	New	+$56.8K	﹤0.01%	486

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

Pathstone Family Office's AVLR Position: Q4 2022 in Review

Pathstone Family Office sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 47,438 shares — an estimated $4.36M sold.

Pathstone Family Office first reported a position in AVLR in Q4 2020 and held it in 3 quarters. The position peaked at $4.36M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Pathstone Family Office reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Pathstone Family Office sold 47,438 Avalara, Inc. shares in Q4 2022, an estimated $4.36M.
Pathstone Family Office first reported a position in Avalara, Inc. in Q4 2020 and held it in 3 quarters.
Pathstone Family Office's Avalara, Inc. position peaked at $4.36M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Pathstone Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.