Polar Asset Management Partners’s Avalara, Inc. AVLR Stock Holding History

Polar Asset Management Partners’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	-171,685	Closed	-$15.8M	–	1556
2022 Q3	$15.8M	Sell	171,685 -220,515	-56%	-$19.8M	0.19%	138
2022 Q2	$27.7M	Buy	392,200 +224,200	+133%	+$18.4M	0.32%	52
2022 Q1	$16.7M	Buy	168,000 +155,200	+1,213%	+$15.7M	0.18%	130
2021 Q4	$1.65M	Sell	12,800 -73,200	-85%	-$11.4M	0.02%	639
2021 Q3	$15M	Sell	86,000 -6,100	-7%	-$1.05M	0.15%	164
2021 Q2	$14.9M	Buy	+92,100	New	+$12.8M	0.15%	147
2020 Q4	–	Sell	-78,000	Closed	-$9.93M	–	954
2020 Q3	$9.93M	Buy	78,000 +10,000	+15%	+$1.27M	0.14%	161
2020 Q2	$9.05M	Sell	68,000 -11,400	-14%	-$1.12M	0.15%	156
2020 Q1	$5.92M	Sell	79,400 -23,900	-23%	-$1.95M	0.12%	179
2019 Q4	$7.57M	Buy	+103,300	New	+$7.5M	0.15%	179

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

Polar Asset Management Partners's AVLR Position: Q4 2022 in Review

Polar Asset Management Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 171,685 shares — an estimated $15.8M sold.

Polar Asset Management Partners first reported a position in AVLR in Q4 2019 and held it in 10 quarters. The position peaked at $27.7M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Polar Asset Management Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Polar Asset Management Partners sold 171,685 Avalara, Inc. shares in Q4 2022, an estimated $15.8M.
Polar Asset Management Partners first reported a position in Avalara, Inc. in Q4 2019 and held it in 10 quarters.
Polar Asset Management Partners's Avalara, Inc. position peaked at $27.7M in Q2 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Polar Asset Management Partners's 13F filing for Q4 2022, filed 14 Feb 2023.