Prelude Capital Management’s Avalara, Inc. AVLR Stock Holding History

Prelude Capital Management’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	-149,352	Closed	-$13.7M	–	1923
2022 Q3	$13.7M	Buy	+149,352	New	+$13.4M	0.49%	15
2020 Q3	–	Sell	-1,890	Closed	-$252K	–	2525
2020 Q2	$252K	Buy	+1,890	New	+$186K	0.01%	673
2020 Q1	–	Sell	-575	Closed	-$42K	–	2203
2019 Q4	$42K	Buy	575 +480	+505%	+$34.9K	﹤0.01%	1405
2019 Q3	$6K	Sell	95 -595	-86%	-$48.1K	﹤0.01%	1555
2019 Q2	$50K	Buy	690 +450	+188%	+$29.1K	﹤0.01%	1116
2019 Q1	$13K	Buy	+240	New	+$11.1K	﹤0.01%	1389

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

Prelude Capital Management's AVLR Position: Q4 2022 in Review

Prelude Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 149,352 shares — an estimated $13.7M sold.

Prelude Capital Management first reported a position in AVLR in Q1 2019 and held it in 6 quarters. The position peaked at $13.7M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Prelude Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Prelude Capital Management sold 149,352 Avalara, Inc. shares in Q4 2022, an estimated $13.7M.
Prelude Capital Management first reported a position in Avalara, Inc. in Q1 2019 and held it in 6 quarters.
Prelude Capital Management's Avalara, Inc. position peaked at $13.7M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Prelude Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.