STA
AVLR

Summit Trail Advisors’s Avalara, Inc. AVLR Stock Holding History

Summit Trail Advisors’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
-2,913
Closed -$267K – 434
2022
Q3 		$267K Buy
2,913
+18
+0.6% +$1.61K 0.01% 282
2022
Q2 		$204K Sell
2,895
-177
-6% -$14.6K 0.01% 351
2022
Q1 		$306K Buy
3,072
+153
+5% +$15.5K 0.02% 244
2021
Q4 		$377K Sell
2,919
-190
-6% -$29.7K 0.02% 195
2021
Q3 		$543K Buy
+3,109
New +$535K 0.04% 158

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

Summit Trail Advisors's AVLR Position: Q4 2022 in Review

Summit Trail Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,913 shares — an estimated $267K sold.

Summit Trail Advisors first reported a position in AVLR in Q3 2021 and held it in 5 quarters. The position peaked at $543K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Summit Trail Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Summit Trail Advisors sold 2,913 Avalara, Inc. shares in Q4 2022, an estimated $267K.
  • Summit Trail Advisors first reported a position in Avalara, Inc. in Q3 2021 and held it in 5 quarters.
  • Summit Trail Advisors's Avalara, Inc. position peaked at $543K in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Summit Trail Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.