RJA
AVLR

Raymond James & Associates’s Avalara, Inc. AVLR Stock Holding History

Raymond James & Associates’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
-36,594
Closed -$3.36M – 4137
2022
Q3 		$3.36M Sell
36,594
-84,634
-70% -$7.58M ﹤0.01% 1641
2022
Q2 		$8.56M Buy
121,228
+15,966
+15% +$1.31M 0.01% 1058
2022
Q1 		$10.5M Buy
105,262
+42,137
+67% +$4.27M 0.01% 1042
2021
Q4 		$8.15M Buy
63,125
+15,767
+33% +$2.46M 0.01% 1224
2021
Q3 		$8.28M Sell
47,358
-17,454
-27% -$3M 0.01% 1167
2021
Q2 		$10.5M Buy
64,812
+28,016
+76% +$3.9M 0.01% 1046
2021
Q1 		$4.91M Sell
36,796
-12,277
-25% -$1.89M 0.01% 1436
2020
Q4 		$8.09M Buy
49,073
+1,632
+3% +$261K 0.01% 1069
2020
Q3 		$6.04M Sell
47,441
-190,421
-80% -$24.2M 0.01% 1120
2020
Q2 		$31.7M Sell
237,862
-11,489
-5% -$1.13M 0.04% 362
2020
Q1 		$18.6M Sell
249,351
-1,905
-0.8% -$155K 0.03% 478
2019
Q4 		$18.4M Buy
251,256
+194,988
+347% +$14.2M 0.02% 619
2019
Q3 		$3.79M Buy
56,268
+20,253
+56% +$1.64M 0.01% 1386
2019
Q2 		$2.6M Buy
36,015
+29,114
+422% +$1.88M ﹤0.01% 1642
2019
Q1 		$385K Buy
+6,901
New +$320K ﹤0.01% 2837

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

Raymond James & Associates's AVLR Position: Q4 2022 in Review

Raymond James & Associates sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 36,594 shares — an estimated $3.36M sold.

Raymond James & Associates first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $31.7M in Q2 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Raymond James & Associates reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Raymond James & Associates sold 36,594 Avalara, Inc. shares in Q4 2022, an estimated $3.36M.
  • Raymond James & Associates first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Raymond James & Associates's Avalara, Inc. position peaked at $31.7M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Raymond James & Associates's 13F filing for Q4 2022, filed 8 Feb 2023.