PFPT
AVLR

Pinnacle Financial Partners (Tennessee)’s Avalara, Inc. AVLR Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
-65
Closed -$6K – 607
2022
Q3 		$6K Buy
+65
New +$5.83K ﹤0.01% 486

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

Pinnacle Financial Partners (Tennessee)'s AVLR Position: Q4 2022 in Review

Pinnacle Financial Partners (Tennessee) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 65 shares — an estimated $6K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 65 Avalara, Inc. shares in Q4 2022, an estimated $6K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Pinnacle Financial Partners (Tennessee)'s Avalara, Inc. position peaked at $6K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2022, filed 3 Feb 2023.