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
2020
Q3 		– Sell
-30,000
Closed -$761K – 3729
2020
Q2 		$761K Buy
+30,000
New +$2.95M ﹤0.01% 2330

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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.