SG Americas Securities
AVLR

SG Americas Securities’s Avalara, Inc. AVLR Stock Holding History

SG Americas Securities’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
-3,984
Closed -$366K – 3501
2022
Q3 		$366K Buy
3,984
+2,399
+151% +$215K ﹤0.01% 1820
2022
Q2 		$112K Sell
1,585
-308
-16% -$25.3K ﹤0.01% 3059
2022
Q1 		$188K Buy
+1,893
New +$192K ﹤0.01% 2469
2021
Q4 		– Sell
-600
Closed -$105K – 3956
2021
Q3 		$105K Sell
600
-2,944
-83% -$506K ﹤0.01% 3651
2021
Q2 		$573K Buy
3,544
+1,276
+56% +$178K ﹤0.01% 1880
2021
Q1 		$303K Sell
2,268
-796
-26% -$123K ﹤0.01% 2371
2020
Q4 		$505K Sell
3,064
-3,567
-54% -$571K ﹤0.01% 1984
2020
Q3 		$844K Buy
6,631
+1,692
+34% +$215K 0.01% 1287
2020
Q2 		$657K Sell
4,939
-1,727
-26% -$170K 0.01% 1824
2020
Q1 		$497K Buy
+6,666
New +$543K ﹤0.01% 1846

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

SG Americas Securities's AVLR Position: Q4 2022 in Review

SG Americas Securities sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,984 shares — an estimated $366K sold.

SG Americas Securities first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $844K in Q3 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • SG Americas Securities reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • SG Americas Securities sold 3,984 Avalara, Inc. shares in Q4 2022, an estimated $366K.
  • SG Americas Securities first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
  • SG Americas Securities's Avalara, Inc. position peaked at $844K in Q3 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on SG Americas Securities's 13F filing for Q4 2022, filed 2 Feb 2023.