Ten Capital Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Ten Capital Wealth 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	-1,250	Closed	-$115K	–	673
2022 Q3	$115K	Hold	1,250	–	–	0.05%	113
2022 Q2	$88K	Buy	1,250 +250	+25%	+$20.6K	0.04%	123
2022 Q1	$100K	Buy	1,000 +500	+100%	+$50.7K	0.04%	115
2021 Q4	$65K	Hold	500	–	–	0.03%	114
2021 Q3	$87K	Buy	+500	New	+$86K	0.04%	101

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

Ten Capital Wealth Advisors's AVLR Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,250 shares — an estimated $115K sold.

Ten Capital Wealth Advisors first reported a position in AVLR in Q3 2021 and held it in 5 quarters. The position peaked at $115K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Ten Capital Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,250 Avalara, Inc. shares in Q4 2022, an estimated $115K.
Ten Capital Wealth Advisors first reported a position in Avalara, Inc. in Q3 2021 and held it in 5 quarters.
Ten Capital Wealth Advisors's Avalara, Inc. position peaked at $115K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.