PIMC
AVLR

Praesidium Investment Management Company’s Avalara, Inc. AVLR Stock Holding History

Praesidium Investment Management Company’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
-545,705
Closed -$50.1M – 18
2022
Q3 		$50.1M Sell
545,705
-328,949
-38% -$29.5M 4.89% 11
2022
Q2 		$61.8M Buy
+874,654
New +$71.9M 5.39% 11

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

Praesidium Investment Management Company's AVLR Position: Q4 2022 in Review

Praesidium Investment Management Company sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 545,705 shares — an estimated $50.1M sold.

Praesidium Investment Management Company first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $61.8M in Q2 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Praesidium Investment Management Company reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Praesidium Investment Management Company sold 545,705 Avalara, Inc. shares in Q4 2022, an estimated $50.1M.
  • Praesidium Investment Management Company first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • Praesidium Investment Management Company's Avalara, Inc. position peaked at $61.8M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Praesidium Investment Management Company's 13F filing for Q4 2022, filed 14 Feb 2023.