TFP
AVLR

Tilia Fiduciary Partners’s Avalara, Inc. AVLR Stock Holding History

Tilia Fiduciary Partners’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
-40
Closed -$4K – 536
2022
Q3 		$4K Hold
40
– – ﹤0.01% 451
2022
Q2 		$3K Hold
40
– – ﹤0.01% 488
2022
Q1 		$4K Hold
40
– – ﹤0.01% 488
2021
Q4 		$5K Buy
+40
New +$6.24K ﹤0.01% 490

Other funds holding AVLR

IA
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

Tilia Fiduciary Partners's AVLR Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 40 shares — an estimated $4K sold.

Tilia Fiduciary Partners first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Tilia Fiduciary Partners reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 40 Avalara, Inc. shares in Q4 2022, an estimated $4K.
  • Tilia Fiduciary Partners first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
  • Tilia Fiduciary Partners's Avalara, Inc. position peaked at $5K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.