SBH
AVLR

Segall Bryant & Hamill’s Avalara, Inc. AVLR Stock Holding History

Segall Bryant & Hamill’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
-118,541
Closed -$10.9M – 746
2022
Q3 		$10.9M Sell
118,541
-867
-0.7% -$77.7K 0.13% 194
2022
Q2 		$8.43M Buy
+119,408
New +$9.82M 0.09% 228
2021
Q2 		– Sell
-2,105
Closed -$280K – 839
2021
Q1 		$280K Sell
2,105
-11,168
-84% -$1.72M ﹤0.01% 740
2020
Q4 		$2.19M Sell
13,273
-319
-2% -$51K 0.02% 414
2020
Q3 		$1.73M Buy
13,592
+7,721
+132% +$981K 0.02% 411
2020
Q2 		$781K Sell
5,871
-53,554
-90% -$5.26M 0.01% 489
2020
Q1 		$4.43M Buy
59,425
+2,086
+4% +$170K 0.09% 212
2019
Q4 		$4.2M Buy
57,339
+2,766
+5% +$201K 0.07% 278
2019
Q3 		$3.67M Buy
54,573
+9,201
+20% +$744K 0.06% 320
2019
Q2 		$3.27M Sell
45,372
-43,242
-49% -$2.79M 0.05% 328
2019
Q1 		$4.94M Buy
88,614
+9,878
+13% +$458K 0.08% 268
2018
Q4 		$2.45M Buy
+78,736
New +$2.54M 0.04% 362

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

Segall Bryant & Hamill's AVLR Position: Q4 2022 in Review

Segall Bryant & Hamill sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 118,541 shares — an estimated $10.9M sold.

Segall Bryant & Hamill first reported a position in AVLR in Q4 2018 and held it in 12 quarters. The position peaked at $10.9M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Segall Bryant & Hamill reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Segall Bryant & Hamill sold 118,541 Avalara, Inc. shares in Q4 2022, an estimated $10.9M.
  • Segall Bryant & Hamill first reported a position in Avalara, Inc. in Q4 2018 and held it in 12 quarters.
  • Segall Bryant & Hamill's Avalara, Inc. position peaked at $10.9M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Segall Bryant & Hamill's 13F filing for Q4 2022, filed 14 Feb 2023.