RJFSA
AVLR

Raymond James Financial Services Advisors’s Avalara, Inc. AVLR Stock Holding History

Raymond James Financial Services 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
-8,870
Closed -$814K – 3439
2022
Q3 		$814K Sell
8,870
-1,395
-14% -$125K ﹤0.01% 1945
2022
Q2 		$725K Buy
10,265
+490
+5% +$40.3K ﹤0.01% 2043
2022
Q1 		$973K Sell
9,775
-666
-6% -$67.5K ﹤0.01% 1969
2021
Q4 		$1.35M Buy
10,441
+181
+2% +$28.3K ﹤0.01% 1779
2021
Q3 		$1.79M Buy
10,260
+58
+0.6% +$9.97K ﹤0.01% 1551
2021
Q2 		$1.65M Buy
10,202
+72
+0.7% +$10K ﹤0.01% 1606
2021
Q1 		$1.35M Sell
10,130
-1,307
-11% -$202K ﹤0.01% 1646
2020
Q4 		$1.89M Buy
11,437
+1,755
+18% +$281K ﹤0.01% 1335
2020
Q3 		$1.23M Sell
9,682
-7,737
-44% -$983K ﹤0.01% 1423
2020
Q2 		$2.32M Buy
17,419
+9,273
+114% +$912K 0.01% 1044
2020
Q1 		$608K Sell
8,146
-8,020
-50% -$654K ﹤0.01% 1438
2019
Q4 		$1.18M Sell
16,166
-4,034
-20% -$293K ﹤0.01% 1459
2019
Q3 		$1.36M Buy
20,200
+15,163
+301% +$1.23M ﹤0.01% 1307
2019
Q2 		$364K Sell
5,037
-67
-1% -$4.33K ﹤0.01% 2143
2019
Q1 		$285K Buy
+5,104
New +$237K ﹤0.01% 2279

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

Raymond James Financial Services Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 8,870 shares — an estimated $814K sold.

Raymond James Financial Services Advisors first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $2.32M in Q2 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 8,870 Avalara, Inc. shares in Q4 2022, an estimated $814K.
  • Raymond James Financial Services Advisors first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • Raymond James Financial Services Advisors's Avalara, Inc. position peaked at $2.32M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.