Sumitomo Mitsui DS Asset Management’s Avalara, Inc. AVLR Stock Holding History

Sumitomo Mitsui DS Asset 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	-4,841	Closed	-$444K	–	785
2022 Q3	$444K	Buy	4,841 +60	+1%	+$5.38K	0.01%	647
2022 Q2	$338K	Buy	4,781 +13	+0.3%	+$1.07K	0.01%	694
2022 Q1	$474K	Sell	4,768 -36	-0.7%	-$3.65K	0.01%	670
2021 Q4	$620K	Sell	4,804 -2	-0%	-$312	0.01%	636
2021 Q3	$839K	Sell	4,806 -28	-0.6%	-$4.82K	0.02%	548
2021 Q2	$782K	Sell	4,834 -9	-0.2%	-$1.25K	0.02%	571
2021 Q1	$646K	Sell	4,843 -14	-0.3%	-$2.16K	0.02%	588
2020 Q4	$800K	Buy	4,857 +20	+0.4%	+$3.2K	0.02%	520
2020 Q3	$615K	Buy	4,837 +1,027	+27%	+$130K	0.02%	536
2020 Q2	$507K	Buy	+3,810	New	+$375K	0.02%	560

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

Sumitomo Mitsui DS Asset Management's AVLR Position: Q4 2022 in Review

Sumitomo Mitsui DS Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,841 shares — an estimated $444K sold.

Sumitomo Mitsui DS Asset Management first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $839K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Sumitomo Mitsui DS Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 4,841 Avalara, Inc. shares in Q4 2022, an estimated $444K.
Sumitomo Mitsui DS Asset Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Sumitomo Mitsui DS Asset Management's Avalara, Inc. position peaked at $839K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2022, filed 26 Jan 2023.