SIC
AVLR

Schwartz Investment Counsel’s Avalara, Inc. AVLR Stock Holding History

Schwartz Investment Counsel’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
-100,000
Closed -$9.18M – 141
2022
Q3 		$9.18M Hold
100,000
– – 0.47% 53
2022
Q2 		$7.06M Buy
+100,000
New +$8.22M 0.34% 62

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Schwartz Investment Counsel's AVLR Position: Q4 2022 in Review

Schwartz Investment Counsel sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 100,000 shares — an estimated $9.18M sold.

Schwartz Investment Counsel first reported a position in AVLR in Q2 2022 and held it in 2 quarters. The position peaked at $9.18M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Schwartz Investment Counsel reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Schwartz Investment Counsel sold 100,000 Avalara, Inc. shares in Q4 2022, an estimated $9.18M.
  • Schwartz Investment Counsel first reported a position in Avalara, Inc. in Q2 2022 and held it in 2 quarters.
  • Schwartz Investment Counsel's Avalara, Inc. position peaked at $9.18M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Schwartz Investment Counsel's 13F filing for Q4 2022, filed 13 Feb 2023.