Standard Family Office’s Avalara, Inc. AVLR Stock Holding History

Standard Family Office’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	-19	Closed	-$2K	–	489
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	434
2022 Q2	$1K	Buy	+19	New	+$1.56K	0.01%	214
2022 Q1	–	Sell	-13	Closed	-$2K	–	262
2021 Q4	$2K	Buy	+13	New	+$2.03K	0.02%	203
2021 Q3	–	Sell	-13	Closed	-$2K	–	551
2021 Q2	$2K	Buy	+13	New	+$1.81K	﹤0.01%	452
2021 Q1	–	Sell	-7	Closed	-$1K	–	674
2020 Q4	$1K	Buy	+7	New	+$1.12K	﹤0.01%	564

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

Standard Family Office's AVLR Position: Q4 2022 in Review

Standard Family Office sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 19 shares — an estimated $2K sold.

Standard Family Office first reported a position in AVLR in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Standard Family Office reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 19 Avalara, Inc. shares in Q4 2022, an estimated $2K.
Standard Family Office first reported a position in Avalara, Inc. in Q4 2020 and held it in 5 quarters.
Standard Family Office's Avalara, Inc. position peaked at $2K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.