Simplex Trading’s Avalara, Inc. AVLR Stock Holding History

Simplex Trading’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 Q2	–	Sell	-11,848	Closed	-$974K	–	11614
2022 Q1	$1.18M	Buy	11,848 +4,619	+64%	+$468K	﹤0.01%	2722
2021 Q4	$933K	Buy	+7,229	New	+$1.13M	﹤0.01%	2956
2021 Q2	–	Sell	-1,037	Closed	-$145K	–	10965
2021 Q1	$138K	Buy	+1,037	New	+$160K	﹤0.01%	5302
2019 Q1	–	Sell	-3,360	Closed	-$156K	–	8120
2018 Q4	$104K	Buy	3,360 +3,278	+3,998%	+$106K	﹤0.01%	3828
2018 Q3	$2K	Buy	+82	New	+$3.4K	﹤0.01%	7125

Other funds holding AVLR

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

Simplex Trading's AVLR Position: Q2 2022 in Review

Simplex Trading sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 11,848 shares — an estimated $974K sold.

Simplex Trading first reported a position in AVLR in Q3 2018 and held it in 5 quarters. The position peaked at $1.18M in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Simplex Trading reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Simplex Trading sold 11,848 Avalara, Inc. shares in Q2 2022, an estimated $974K.
Simplex Trading first reported a position in Avalara, Inc. in Q3 2018 and held it in 5 quarters.
Simplex Trading's Avalara, Inc. position peaked at $1.18M in Q1 2022.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.