Spire Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Spire Wealth 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	-429	Closed	-$39K	–	2443
2022 Q3	$39K	Sell	429 -166	-28%	-$14.9K	﹤0.01%	1054
2022 Q2	$42K	Sell	595 -1,783	-75%	-$147K	﹤0.01%	1369
2022 Q1	$237K	Sell	2,378 -44	-2%	-$4.46K	0.01%	821
2021 Q4	$313K	Sell	2,422 -122	-5%	-$19K	0.01%	887
2021 Q3	$445K	Buy	2,544 +38	+2%	+$6.53K	0.01%	628
2021 Q2	$405K	Buy	2,506 +425	+20%	+$59.2K	0.01%	678
2021 Q1	$278K	Buy	+2,081	New	+$321K	0.01%	910

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

Spire Wealth Management's AVLR Position: Q4 2022 in Review

Spire Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 429 shares — an estimated $39K sold.

Spire Wealth Management first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $445K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Spire Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 429 Avalara, Inc. shares in Q4 2022, an estimated $39K.
Spire Wealth Management first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Avalara, Inc. position peaked at $445K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.