Susquehanna Fundamental Investments’s Avalara, Inc. AVLR Stock Holding History

Susquehanna Fundamental Investments’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	-3,200	Closed	-$294K	–	1592
2022 Q3	$294K	Buy	+3,200	New	+$287K	0.01%	1164
2022 Q1	$1.49M	Sell	14,969 -23,697	-61%	-$2.4M	0.03%	698
2021 Q4	$4.99M	Buy	38,666 +11,038	+40%	+$1.72M	0.13%	201
2021 Q3	$4.83M	Sell	27,628 -400	-1%	-$68.8K	0.09%	305
2021 Q2	$4.54M	Buy	28,028 +9,411	+51%	+$1.31M	0.08%	333
2021 Q1	$2.48M	Buy	+18,617	New	+$2.87M	0.04%	566

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Susquehanna Fundamental Investments's AVLR Position: Q4 2022 in Review

Susquehanna Fundamental Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,200 shares — an estimated $294K sold.

Susquehanna Fundamental Investments first reported a position in AVLR in Q1 2021 and held it in 6 quarters. The position peaked at $4.99M in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Susquehanna Fundamental Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Susquehanna Fundamental Investments sold 3,200 Avalara, Inc. shares in Q4 2022, an estimated $294K.
Susquehanna Fundamental Investments first reported a position in Avalara, Inc. in Q1 2021 and held it in 6 quarters.
Susquehanna Fundamental Investments's Avalara, Inc. position peaked at $4.99M in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2022, filed 14 Feb 2023.