Swedbank’s Avalara, Inc. AVLR Stock Holding History

Swedbank’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	-1,298	Closed	-$119K	–	750
2022 Q3	$119K	Hold	1,298	–	–	﹤0.01%	724
2022 Q2	$91.6K	Hold	1,298	–	–	﹤0.01%	732
2022 Q1	$129K	Hold	1,298	–	–	﹤0.01%	735
2021 Q4	$173K	Hold	1,298	–	–	﹤0.01%	741
2021 Q3	$227K	Sell	1,298 -336,500	-100%	-$57.9M	﹤0.01%	739
2021 Q2	$54.7M	Buy	337,798 +92,352	+38%	+$12.9M	0.1%	178
2021 Q1	$32.7M	Buy	+245,446	New	+$37.9M	0.07%	254

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

Swedbank's AVLR Position: Q4 2022 in Review

Swedbank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,298 shares — an estimated $119K sold.

Swedbank first reported a position in AVLR in Q1 2021 and held it in 7 quarters. The position peaked at $54.7M in Q2 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Swedbank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Swedbank sold 1,298 Avalara, Inc. shares in Q4 2022, an estimated $119K.
Swedbank first reported a position in Avalara, Inc. in Q1 2021 and held it in 7 quarters.
Swedbank's Avalara, Inc. position peaked at $54.7M in Q2 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Swedbank's 13F filing for Q4 2022, filed 6 Dec 2024.