Rockefeller Capital Management
AVLR

Rockefeller Capital Management’s Avalara, Inc. AVLR Stock Holding History

Rockefeller Capital Management’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
-14,126
Closed -$1.29M – 4411
2022
Q3 		$1.29M Buy
14,126
+878
+7% +$78.7K 0.01% 921
2022
Q2 		$934K Sell
13,248
-70
-0.5% -$5.75K 0.01% 1020
2022
Q1 		$1.32M Sell
13,318
-1,174
-8% -$119K 0.01% 962
2021
Q4 		$1.87M Buy
14,492
+1,074
+8% +$168K 0.01% 821
2021
Q3 		$2.34M Buy
13,418
+325
+2% +$55.9K 0.01% 714
2021
Q2 		$2.12M Buy
13,093
+10,521
+409% +$1.47M 0.01% 703
2021
Q1 		$343K Buy
2,572
+2,352
+1,069% +$363K ﹤0.01% 1148
2020
Q4 		$36K Buy
220
+11
+5% +$1.76K ﹤0.01% 1789
2020
Q3 		$26K Sell
209
-41
-16% -$5.21K ﹤0.01% 1708
2020
Q2 		$33K Hold
250
– – ﹤0.01% 1520
2020
Q1 		$19K Sell
250
-33
-12% -$2.69K ﹤0.01% 1539
2019
Q4 		$21K Buy
283
+33
+13% +$2.4K ﹤0.01% 1387
2019
Q3 		$17K Buy
+250
New +$20.2K ﹤0.01% 1272

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

Rockefeller Capital Management's AVLR Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 14,126 shares — an estimated $1.29M sold.

Rockefeller Capital Management first reported a position in AVLR in Q3 2019 and held it in 13 quarters. The position peaked at $2.34M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 14,126 Avalara, Inc. shares in Q4 2022, an estimated $1.29M.
  • Rockefeller Capital Management first reported a position in Avalara, Inc. in Q3 2019 and held it in 13 quarters.
  • Rockefeller Capital Management's Avalara, Inc. position peaked at $2.34M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.