Prudential Financial’s Avalara, Inc. AVLR Stock Holding History

Prudential Financial’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	-3,410	Closed	-$313K	–	2751
2022 Q3	$313K	Sell	3,410 -2,656	-44%	-$238K	﹤0.01%	2284
2022 Q2	$441K	Buy	6,066 +1,671	+38%	+$137K	﹤0.01%	2186
2022 Q1	$437K	Buy	4,395 +826	+23%	+$83.7K	﹤0.01%	2261
2021 Q4	$665K	Sell	3,569 -161	-4%	-$25.1K	﹤0.01%	2083
2021 Q3	$707K	Sell	3,730 -158	-4%	-$27.2K	﹤0.01%	1987
2021 Q2	$629K	Buy	3,888 +576	+17%	+$80.3K	﹤0.01%	2051
2021 Q1	$442K	Buy	3,312 +136	+4%	+$21K	﹤0.01%	2169
2020 Q4	$523K	Sell	3,176 -35	-1%	-$5.6K	﹤0.01%	2044
2020 Q3	$409K	Sell	3,211 -225	-7%	-$28.6K	﹤0.01%	2037
2020 Q2	$457K	Buy	3,436 +669	+24%	+$65.8K	﹤0.01%	1957
2020 Q1	$206K	Sell	2,767 -149	-5%	-$12.1K	﹤0.01%	2181
2019 Q4	$213K	Buy	+2,916	New	+$212K	﹤0.01%	2318

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

Prudential Financial's AVLR Position: Q4 2022 in Review

Prudential Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,410 shares — an estimated $313K sold.

Prudential Financial first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $707K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Prudential Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Prudential Financial sold 3,410 Avalara, Inc. shares in Q4 2022, an estimated $313K.
Prudential Financial first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
Prudential Financial's Avalara, Inc. position peaked at $707K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Prudential Financial's 13F filing for Q4 2022, filed 14 Feb 2023.