Quantinno Capital Management’s Avalara, Inc. AVLR Stock Holding History

Quantinno Capital Management’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	-5,936	Closed	-$545K	–	846
2022 Q3	$545K	Sell	5,936 -4,030	-40%	-$361K	0.07%	350
2022 Q2	$704K	Buy	9,966 +183	+2%	+$15K	0.1%	256
2022 Q1	$974K	Buy	+9,783	New	+$992K	0.15%	170
2021 Q1	–	Sell	-1,388	Closed	-$229K	–	339
2020 Q4	$229K	Buy	+1,388	New	+$222K	0.18%	296
2020 Q3	–	Sell	-1,775	Closed	-$236K	–	453
2020 Q2	$236K	Buy	+1,775	New	+$174K	0.23%	239

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

Quantinno Capital Management's AVLR Position: Q4 2022 in Review

Quantinno Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 5,936 shares — an estimated $545K sold.

Quantinno Capital Management first reported a position in AVLR in Q2 2020 and held it in 5 quarters. The position peaked at $974K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Quantinno Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Quantinno Capital Management sold 5,936 Avalara, Inc. shares in Q4 2022, an estimated $545K.
Quantinno Capital Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 5 quarters.
Quantinno Capital Management's Avalara, Inc. position peaked at $974K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Quantinno Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.