SignatureFD’s Avalara, Inc. AVLR Stock Holding History

SignatureFD’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	-3,082	Closed	-$283K	–	3463
2022 Q3	$283K	Sell	3,082 -233	-7%	-$20.9K	0.01%	553
2022 Q2	$234K	Buy	3,315 +369	+13%	+$30.3K	0.01%	640
2022 Q1	$293K	Buy	2,946 +258	+10%	+$26.2K	0.01%	590
2021 Q4	$347K	Sell	2,688 -2,923	-52%	-$456K	0.01%	518
2021 Q3	$981K	Sell	5,611 -9,187	-62%	-$1.58M	0.03%	204
2021 Q2	$2.39M	Buy	14,798 +128	+0.9%	+$17.8K	0.1%	82
2021 Q1	$1.96M	Buy	14,670 +14,574	+15,181%	+$2.25M	0.09%	84
2020 Q4	$16K	Sell	96 -2	-2%	-$320	﹤0.01%	1542
2020 Q3	$12K	Buy	98 +10	+11%	+$1.27K	﹤0.01%	1589
2020 Q2	$12K	Sell	88 -41	-32%	-$4.03K	﹤0.01%	1522
2020 Q1	$10K	Buy	129 +96	+291%	+$7.83K	﹤0.01%	1495
2019 Q4	$2K	Buy	+33	New	+$2.4K	﹤0.01%	1960

Other funds holding AVLR

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

SignatureFD's AVLR Position: Q4 2022 in Review

SignatureFD sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,082 shares — an estimated $283K sold.

SignatureFD first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $2.39M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

SignatureFD reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
SignatureFD sold 3,082 Avalara, Inc. shares in Q4 2022, an estimated $283K.
SignatureFD first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
SignatureFD's Avalara, Inc. position peaked at $2.39M in Q2 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on SignatureFD's 13F filing for Q4 2022, filed 30 Jan 2023.