Principal Financial Group
AVLR

Principal Financial Group’s Avalara, Inc. AVLR Stock Holding History

Principal Financial Group’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
-9,994
Closed -$917K – 2601
2022
Q3 		$917K Sell
9,994
-3,955
-28% -$354K ﹤0.01% 1857
2022
Q2 		$985K Buy
13,949
+3,443
+33% +$283K ﹤0.01% 1922
2022
Q1 		$1.05M Sell
10,506
-797
-7% -$80.8K ﹤0.01% 1966
2021
Q4 		$1.46M Sell
11,303
-48,851
-81% -$7.63M ﹤0.01% 1918
2021
Q3 		$10.5M Buy
60,154
+48,839
+432% +$8.4M 0.01% 1377
2021
Q2 		$1.83M Buy
11,315
+2,021
+22% +$282K ﹤0.01% 1933
2021
Q1 		$1.24M Sell
9,294
-766
-8% -$118K ﹤0.01% 1949
2020
Q4 		$1.66M Sell
10,060
-351
-3% -$56.2K ﹤0.01% 1839
2020
Q3 		$1.33M Sell
10,411
-1,033
-9% -$131K ﹤0.01% 1817
2020
Q2 		$1.52M Buy
11,444
+5,024
+78% +$494K ﹤0.01% 1748
2020
Q1 		$479K Buy
6,420
+276
+4% +$22.5K ﹤0.01% 1874
2019
Q4 		$450K Buy
6,144
+129
+2% +$9.37K ﹤0.01% 1969
2019
Q3 		$405K Sell
6,015
-1,130
-16% -$91.4K ﹤0.01% 1991
2019
Q2 		$516K Buy
+7,145
New +$461K ﹤0.01% 1956

Other funds holding AVLR

IA
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

Principal Financial Group's AVLR Position: Q4 2022 in Review

Principal Financial Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 9,994 shares — an estimated $917K sold.

Principal Financial Group first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $10.5M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Principal Financial Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 9,994 Avalara, Inc. shares in Q4 2022, an estimated $917K.
  • Principal Financial Group first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • Principal Financial Group's Avalara, Inc. position peaked at $10.5M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.