Synovus Financial’s Avalara, Inc. AVLR Stock Holding History

Synovus Financial’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	-7,864	Closed	-$723K	–	905
2022 Q3	$723K	Buy	7,864 +2,583	+49%	+$231K	0.01%	494
2022 Q2	$368K	Buy	+5,281	New	+$434K	﹤0.01%	667
2020 Q3	–	Sell	-1,552	Closed	-$207K	–	1553
2020 Q2	$207K	Sell	1,552 -3,212	-67%	-$316K	﹤0.01%	644
2020 Q1	$353K	Buy	4,764 +321	+7%	+$26.2K	﹤0.01%	626
2019 Q4	$324K	Buy	4,443 +857	+24%	+$62.3K	﹤0.01%	575
2019 Q3	$243K	Buy	+3,586	New	+$290K	﹤0.01%	618

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

Synovus Financial's AVLR Position: Q4 2022 in Review

Synovus Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 7,864 shares — an estimated $723K sold.

Synovus Financial first reported a position in AVLR in Q3 2019 and held it in 6 quarters. The position peaked at $723K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Synovus Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Synovus Financial sold 7,864 Avalara, Inc. shares in Q4 2022, an estimated $723K.
Synovus Financial first reported a position in Avalara, Inc. in Q3 2019 and held it in 6 quarters.
Synovus Financial's Avalara, Inc. position peaked at $723K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Synovus Financial's 13F filing for Q4 2022, filed 6 Feb 2023.