SFFS
AVLR

Stonehage Fleming Financial Services’s Avalara, Inc. AVLR Stock Holding History

Stonehage Fleming Financial Services’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
-80
Closed -$7K – 207
2022
Q3 		$7K Buy
+80
New +$7.17K ﹤0.01% 183

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

Stonehage Fleming Financial Services's AVLR Position: Q4 2022 in Review

Stonehage Fleming Financial Services sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 80 shares — an estimated $7K sold.

Stonehage Fleming Financial Services first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Stonehage Fleming Financial Services reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 80 Avalara, Inc. shares in Q4 2022, an estimated $7K.
  • Stonehage Fleming Financial Services first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Stonehage Fleming Financial Services's Avalara, Inc. position peaked at $7K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2022, filed 14 Feb 2023.