Riverview Trust Company’s Avalara, Inc. AVLR Stock Holding History

Riverview Trust Company’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	-179	Closed	-$16K	–	897
2022 Q3	$16K	Buy	+179	New	+$16K	0.02%	421
2022 Q2	–	Sell	-154	Closed	-$15K	–	896
2022 Q1	$15K	Buy	+154	New	+$15.6K	0.01%	632

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

Riverview Trust Company's AVLR Position: Q4 2022 in Review

Riverview Trust Company sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 179 shares — an estimated $16K sold.

Riverview Trust Company first reported a position in AVLR in Q1 2022 and held it in 2 quarters. The position peaked at $16K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Riverview Trust Company reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Riverview Trust Company sold 179 Avalara, Inc. shares in Q4 2022, an estimated $16K.
Riverview Trust Company first reported a position in Avalara, Inc. in Q1 2022 and held it in 2 quarters.
Riverview Trust Company's Avalara, Inc. position peaked at $16K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.