Pure Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

Pure Financial Advisors’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	-8,972	Closed	-$824K	–	251
2022 Q3	$824K	Hold	8,972	–	–	0.05%	124
2022 Q2	$633K	Sell	8,972 -191	-2%	-$15.7K	0.04%	135
2022 Q1	$912K	Sell	9,163 -434	-5%	-$44K	0.04%	111
2021 Q4	$1.24M	Sell	9,597 -543	-5%	-$84.8K	0.06%	91
2021 Q3	$1.77M	Sell	10,140 -199	-2%	-$34.2K	0.14%	76
2021 Q2	$1.67M	Sell	10,339 -622	-6%	-$86.7K	0.14%	80
2021 Q1	$1.46M	Sell	10,961 -375	-3%	-$57.8K	0.15%	78
2020 Q4	$1.87M	Sell	11,336 -1,730	-13%	-$277K	0.22%	63
2020 Q3	$1.66M	Hold	13,066	–	–	0.24%	58
2020 Q2	$1.74M	Buy	+13,066	New	+$1.28M	0.27%	54

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

Pure Financial Advisors's AVLR Position: Q4 2022 in Review

Pure Financial Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 8,972 shares — an estimated $824K sold.

Pure Financial Advisors first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.87M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Pure Financial Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Pure Financial Advisors sold 8,972 Avalara, Inc. shares in Q4 2022, an estimated $824K.
Pure Financial Advisors first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Pure Financial Advisors's Avalara, Inc. position peaked at $1.87M in Q4 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Pure Financial Advisors's 13F filing for Q4 2022, filed 9 Jan 2023.