Pictet Asset Management (Switzerland)’s Avalara, Inc. AVLR Stock Holding History

Pictet Asset Management (Switzerland)’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	-29,325	Closed	-$2.69M	–	2034
2022 Q3	$2.69M	Buy	29,325 +476	+2%	+$42.7K	﹤0.01%	866
2022 Q2	$2.04M	Hold	28,849	–	–	﹤0.01%	939
2022 Q1	$2.87M	Buy	28,849 +1,006	+4%	+$102K	﹤0.01%	912
2021 Q4	$3.6M	Sell	27,843 -1,068	-4%	-$167K	﹤0.01%	902
2021 Q3	$5.05M	Buy	+28,911	New	+$4.97M	0.01%	839

Other funds holding AVLR

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

Pictet Asset Management (Switzerland)'s AVLR Position: Q4 2022 in Review

Pictet Asset Management (Switzerland) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 29,325 shares — an estimated $2.69M sold.

Pictet Asset Management (Switzerland) first reported a position in AVLR in Q3 2021 and held it in 5 quarters. The position peaked at $5.05M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Pictet Asset Management (Switzerland) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 29,325 Avalara, Inc. shares in Q4 2022, an estimated $2.69M.
Pictet Asset Management (Switzerland) first reported a position in Avalara, Inc. in Q3 2021 and held it in 5 quarters.
Pictet Asset Management (Switzerland)'s Avalara, Inc. position peaked at $5.05M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 13 Feb 2023.