RP
AVLR

Riverbridge Partners’s Avalara, Inc. AVLR Stock Holding History

Riverbridge Partners’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
-19,762
Closed -$1.81M – 203
2022
Q3 		$1.81M Sell
19,762
-1,409,576
-99% -$126M 0.03% 112
2022
Q2 		$101M Sell
1,429,338
-71,493
-5% -$5.88M 1.62% 21
2022
Q1 		$149M Buy
1,500,831
+733,168
+96% +$74.3M 1.69% 19
2021
Q4 		$99.1M Buy
767,663
+5,998
+0.8% +$936K 0.98% 36
2021
Q3 		$133M Buy
761,665
+5,443
+0.7% +$936K 1.33% 23
2021
Q2 		$122M Buy
756,222
+509,896
+207% +$71.1M 1.24% 31
2021
Q1 		$32.9M Buy
246,326
+6,060
+3% +$935K 0.37% 84
2020
Q4 		$39.6M Buy
240,266
+7,306
+3% +$1.17M 0.44% 75
2020
Q3 		$29.7M Buy
+232,960
New +$29.6M 0.41% 76

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

Riverbridge Partners's AVLR Position: Q4 2022 in Review

Riverbridge Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 19,762 shares — an estimated $1.81M sold.

Riverbridge Partners first reported a position in AVLR in Q3 2020 and held it in 9 quarters. The position peaked at $149M in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Riverbridge Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Riverbridge Partners sold 19,762 Avalara, Inc. shares in Q4 2022, an estimated $1.81M.
  • Riverbridge Partners first reported a position in Avalara, Inc. in Q3 2020 and held it in 9 quarters.
  • Riverbridge Partners's Avalara, Inc. position peaked at $149M in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Riverbridge Partners's 13F filing for Q4 2022, filed 11 Jan 2023.