Private Trust Company’s Avalara, Inc. AVLR Stock Holding History

Private Trust 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	-1,000	Closed	-$92K	–	2319
2022 Q3	$92K	Sell	1,000 -51	-5%	-$4.57K	0.01%	705
2022 Q2	$74K	Buy	+1,051	New	+$86.4K	0.01%	800

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

Private Trust Company's AVLR Position: Q4 2022 in Review

Private Trust Company sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,000 shares — an estimated $92K sold.

Private Trust Company first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $92K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Private Trust Company reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Private Trust Company sold 1,000 Avalara, Inc. shares in Q4 2022, an estimated $92K.
Private Trust Company first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
Private Trust Company's Avalara, Inc. position peaked at $92K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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