Stifel Financial’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-24,703
| Closed | -$2.27M | – | 3436 |
|
|
2022
Q3 | $2.27M | Sell |
24,703
-54,644
| -69% | -$4.9M | ﹤0.01% | 1380 |
|
|
2022
Q2 | $5.6M | Buy |
79,347
+1,176
| +2% | +$96.7K | 0.01% | 918 |
|
|
2022
Q1 | $7.78M | Buy |
78,171
+14,507
| +23% | +$1.47M | 0.01% | 830 |
|
|
2021
Q4 | $8.22M | Sell |
63,664
-12,611
| -17% | -$1.97M | 0.01% | 834 |
|
|
2021
Q3 | $13.3M | Buy |
76,275
+1,007
| +1% | +$173K | 0.02% | 612 |
|
|
2021
Q2 | $12.2M | Buy |
75,268
+28,924
| +62% | +$4.03M | 0.02% | 635 |
|
|
2021
Q1 | $6.18M | Buy |
46,344
+5,307
| +13% | +$818K | 0.01% | 857 |
|
|
2020
Q4 | $6.77M | Buy |
41,037
+12,818
| +45% | +$2.05M | 0.01% | 738 |
|
|
2020
Q3 | $3.59M | Buy |
28,219
+884
| +3% | +$112K | 0.01% | 925 |
|
|
2020
Q2 | $3.64M | Buy |
27,335
+4,126
| +18% | +$406K | 0.01% | 868 |
|
|
2020
Q1 | $1.73M | Sell |
23,209
-2,804
| -11% | -$229K | ﹤0.01% | 1117 |
|
|
2019
Q4 | $1.9M | Buy |
26,013
+4,835
| +23% | +$351K | ﹤0.01% | 1367 |
|
|
2019
Q3 | $1.43M | Sell |
21,178
-9,146
| -30% | -$740K | ﹤0.01% | 1526 |
|
|
2019
Q2 | $2.18M | Buy |
30,324
+11,308
| +59% | +$730K | 0.01% | 1275 |
|
|
2019
Q1 | $1.05M | Buy |
+19,016
| New | +$882K | ﹤0.01% | 1626 |
|
Other funds holding AVLR
Stifel Financial's AVLR Position: Q4 2022 in Review
Stifel Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 24,703 shares — an estimated $2.27M sold.
Stifel Financial first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $13.3M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Stifel Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Stifel Financial sold 24,703 Avalara, Inc. shares in Q4 2022, an estimated $2.27M.
- Stifel Financial first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
- Stifel Financial's Avalara, Inc. position peaked at $13.3M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.