Tiedemann Advisors’s Avalara, Inc. AVLR Stock Holding History

Tiedemann 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	-13,962	Closed	-$1.28M	–	254
2022 Q3	$1.28M	Hold	13,962	–	–	0.08%	95
2022 Q2	$986K	Hold	13,962	–	–	0.07%	116
2022 Q1	$1.39M	Hold	13,962	–	–	0.07%	122
2021 Q4	$1.8M	Hold	13,962	–	–	0.09%	95
2021 Q3	$2.44M	Sell	13,962 -138	-1%	-$23.7K	0.13%	75
2021 Q2	$2.28M	Sell	14,100 -41	-0.3%	-$5.71K	0.09%	100
2021 Q1	$1.89M	Buy	14,141 +179	+1%	+$27.6K	0.08%	107
2020 Q4	$2.3M	Hold	13,962	–	–	0.11%	94
2020 Q3	$1.78M	Hold	13,962	–	–	0.09%	136
2020 Q2	$1.86M	Sell	13,962 -208	-1%	-$20.4K	0.1%	115
2020 Q1	$1.06M	Sell	14,170 -57	-0.4%	-$4.65K	0.07%	148
2019 Q4	$1.04M	Buy	14,227 +84	+0.6%	+$6.1K	0.05%	158
2019 Q3	$952K	Buy	+14,143	New	+$1.14M	0.05%	175

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

Tiedemann Advisors's AVLR Position: Q4 2022 in Review

Tiedemann Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 13,962 shares — an estimated $1.28M sold.

Tiedemann Advisors first reported a position in AVLR in Q3 2019 and held it in 13 quarters. The position peaked at $2.44M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Tiedemann Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Tiedemann Advisors sold 13,962 Avalara, Inc. shares in Q4 2022, an estimated $1.28M.
Tiedemann Advisors first reported a position in Avalara, Inc. in Q3 2019 and held it in 13 quarters.
Tiedemann Advisors's Avalara, Inc. position peaked at $2.44M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Tiedemann Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.