S
AVLR

Seeyond’s Avalara, Inc. AVLR Stock Holding History

Seeyond’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
-2,857
Closed -$262K – 623
2022
Q3 		$262K Sell
2,857
-3,113
-52% -$279K 0.03% 509
2022
Q2 		$421K Sell
5,970
-120
-2% -$9.87K 0.05% 470
2022
Q1 		$606K Sell
6,090
-182
-3% -$18.4K 0.06% 443
2021
Q4 		$809K Buy
6,272
+1,496
+31% +$234K 0.08% 403
2021
Q3 		$834K Sell
4,776
-49
-1% -$8.43K 0.08% 379
2021
Q2 		$780K Buy
4,825
+21
+0.4% +$2.93K 0.07% 393
2021
Q1 		$640K Sell
4,804
-4,584
-49% -$707K 0.06% 406
2020
Q4 		$1.55M Sell
9,388
-427
-4% -$68.3K 0.16% 215
2020
Q3 		$1.25M Buy
9,815
+6,397
+187% +$812K 0.14% 232
2020
Q2 		$455K Buy
+3,418
New +$336K 0.05% 423

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Seeyond's AVLR Position: Q4 2022 in Review

Seeyond sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,857 shares — an estimated $262K sold.

Seeyond first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.55M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Seeyond reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Seeyond sold 2,857 Avalara, Inc. shares in Q4 2022, an estimated $262K.
  • Seeyond first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Seeyond's Avalara, Inc. position peaked at $1.55M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.