SC
AVLR

Sagefield Capital’s Avalara, Inc. AVLR Stock Holding History

Sagefield Capital’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
-12,100
Closed -$1.11M – 140
2022
Q3 		$1.11M Buy
+12,100
New +$1.08M 0.35% 58

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

Sagefield Capital's AVLR Position: Q4 2022 in Review

Sagefield Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 12,100 shares — an estimated $1.11M sold.

Sagefield Capital first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $1.11M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Sagefield Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Sagefield Capital sold 12,100 Avalara, Inc. shares in Q4 2022, an estimated $1.11M.
  • Sagefield Capital first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Sagefield Capital's Avalara, Inc. position peaked at $1.11M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Sagefield Capital's 13F filing for Q4 2022, filed 14 Feb 2023.