Swiss National Bank’s Avalara, Inc. AVLR Stock Holding History

Swiss National Bank’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	-380,475	Closed	-$34.9M	–	2780
2022 Q3	$34.9M	Buy	380,475 +1,000	+0.3%	+$89.6K	0.03%	529
2022 Q2	$26.8M	Buy	379,475 +3,000	+0.8%	+$247K	0.02%	585
2022 Q1	$37.5M	Buy	376,475 +48,400	+15%	+$4.91M	0.02%	560
2021 Q4	$42.4M	Sell	328,075 -11,900	-4%	-$1.86M	0.03%	537
2021 Q3	$59.4M	Sell	339,975 -8,300	-2%	-$1.43M	0.04%	444
2021 Q2	$56.4M	Buy	348,275 +39,275	+13%	+$5.47M	0.03%	478
2021 Q1	$41.2M	Buy	309,000 +9,200	+3%	+$1.42M	0.03%	539
2020 Q4	$49.4M	Sell	299,800 -8,900	-3%	-$1.42M	0.04%	480
2020 Q3	$39.3M	Buy	308,700 +15,500	+5%	+$1.97M	0.03%	481
2020 Q2	$39M	Buy	+293,200	New	+$28.8M	0.03%	466

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

Swiss National Bank's AVLR Position: Q4 2022 in Review

Swiss National Bank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 380,475 shares — an estimated $34.9M sold.

Swiss National Bank first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $59.4M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Swiss National Bank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Swiss National Bank sold 380,475 Avalara, Inc. shares in Q4 2022, an estimated $34.9M.
Swiss National Bank first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Swiss National Bank's Avalara, Inc. position peaked at $59.4M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Swiss National Bank's 13F filing for Q4 2022, filed 8 Feb 2023.