SAM
AVLR

Silvercrest Asset Management’s Avalara, Inc. AVLR Stock Holding History

Silvercrest Asset Management’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
-8,560
Closed -$786K – 831
2022
Q3 		$786K Sell
8,560
-21,444
-71% -$1.92M 0.01% 590
2022
Q2 		$2.12M Buy
30,004
+3,328
+12% +$274K 0.02% 464
2022
Q1 		$2.65M Buy
26,676
+8,569
+47% +$869K 0.02% 460
2021
Q4 		$2.34M Buy
18,107
+3,876
+27% +$605K 0.01% 471
2021
Q3 		$2.49M Buy
14,231
+2,557
+22% +$440K 0.02% 471
2021
Q2 		$1.89M Buy
11,674
+2,743
+31% +$382K 0.01% 506
2021
Q1 		$1.19M Sell
8,931
-47,150
-84% -$7.27M 0.01% 536
2020
Q4 		$9.25M Sell
56,081
-118,209
-68% -$18.9M 0.07% 256
2020
Q3 		$22.2M Sell
174,290
-45,392
-21% -$5.77M 0.19% 143
2020
Q2 		$29.2M Sell
219,682
-163,309
-43% -$16.1M 0.26% 120
2020
Q1 		$28.6M Buy
382,991
+4,794
+1% +$391K 0.31% 105
2019
Q4 		$27.7M Sell
378,197
-316
-0.1% -$23K 0.21% 132
2019
Q3 		$25.5M Buy
+378,513
New +$30.6M 0.21% 128

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

Silvercrest Asset Management's AVLR Position: Q4 2022 in Review

Silvercrest Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 8,560 shares — an estimated $786K sold.

Silvercrest Asset Management first reported a position in AVLR in Q3 2019 and held it in 13 quarters. The position peaked at $29.2M in Q2 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Silvercrest Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Silvercrest Asset Management sold 8,560 Avalara, Inc. shares in Q4 2022, an estimated $786K.
  • Silvercrest Asset Management first reported a position in Avalara, Inc. in Q3 2019 and held it in 13 quarters.
  • Silvercrest Asset Management's Avalara, Inc. position peaked at $29.2M in Q2 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Silvercrest Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.