PAG
AVLR

Private Advisor Group’s Avalara, Inc. AVLR Stock Holding History

Private Advisor 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
-6,544
Closed -$601K – 2023
2022
Q3 		$601K Sell
6,544
-681
-9% -$61K 0.01% 1151
2022
Q2 		$510K Sell
7,225
-17
-0.2% -$1.4K ﹤0.01% 1396
2022
Q1 		$721K Sell
7,242
-1,619
-18% -$164K 0.01% 1241
2021
Q4 		$1.14M Sell
8,861
-987
-10% -$154K 0.01% 1059
2021
Q3 		$1.72M Buy
9,848
+1,751
+22% +$301K 0.01% 944
2021
Q2 		$1.31M Buy
8,097
+1,599
+25% +$223K 0.01% 921
2021
Q1 		$867K Sell
6,498
-22
-0.3% -$3.39K 0.01% 1063
2020
Q4 		$1.07M Sell
6,520
-100
-2% -$16K 0.01% 873
2020
Q3 		$843K Sell
6,620
-500
-7% -$63.5K 0.01% 854
2020
Q2 		$948K Buy
7,120
+720
+11% +$70.8K 0.01% 779
2020
Q1 		$477K Sell
6,400
-1,000
-14% -$81.5K 0.01% 910
2019
Q4 		$542K Hold
7,400
– – 0.01% 1009
2019
Q3 		$498K Buy
7,400
+983
+15% +$79.5K 0.01% 1080
2019
Q2 		$463K Sell
6,417
-1,014
-14% -$65.5K 0.01% 1081
2019
Q1 		$415K Buy
+7,431
New +$345K 0.01% 1048

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

Private Advisor Group's AVLR Position: Q4 2022 in Review

Private Advisor Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 6,544 shares — an estimated $601K sold.

Private Advisor Group first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $1.72M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Private Advisor Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Private Advisor Group sold 6,544 Avalara, Inc. shares in Q4 2022, an estimated $601K.
  • Private Advisor Group first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Private Advisor Group's Avalara, Inc. position peaked at $1.72M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Private Advisor Group's 13F filing for Q4 2022, filed 18 Jan 2023.