TC
AVLR

TownSquare Capital’s Avalara, Inc. AVLR Stock Holding History

TownSquare Capital’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
-17,454
Closed -$1.6M – 962
2022
Q3 		$1.6M Sell
17,454
-24,610
-59% -$2.21M 0.05% 291
2022
Q2 		$2.97M Buy
42,064
+2,910
+7% +$239K 0.08% 205
2022
Q1 		$3.9M Sell
39,154
-7,326
-16% -$743K 0.1% 184
2021
Q4 		$6M Buy
46,480
+2
+0% +$312 0.15% 121
2021
Q3 		$8.12M Buy
46,478
+3,979
+9% +$684K 0.23% 85
2021
Q2 		$7.06M Buy
42,499
+5,669
+15% +$790K 0.23% 83
2021
Q1 		$4.92M Buy
36,830
+1,441
+4% +$222K 0.19% 99
2020
Q4 		$5.83M Buy
35,389
+8,917
+34% +$1.43M 0.26% 82
2020
Q3 		$3.67M Buy
26,472
+3,890
+17% +$494K 0.21% 97
2020
Q2 		$2.87M Buy
22,582
+5,508
+32% +$541K 0.19% 103
2020
Q1 		$1.51M Buy
17,074
+5,771
+51% +$470K 0.12% 132
2019
Q4 		$829K Buy
11,303
+1,919
+20% +$139K 0.07% 200
2019
Q3 		$645K Buy
9,384
+4,267
+83% +$345K 0.05% 254
2019
Q2 		$413K Sell
5,117
-132
-3% -$8.52K 0.04% 313
2019
Q1 		$293K Buy
+5,249
New +$244K 0.02% 342

Other funds holding AVLR

IA
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

TownSquare Capital's AVLR Position: Q4 2022 in Review

TownSquare Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 17,454 shares — an estimated $1.6M sold.

TownSquare Capital first reported a position in AVLR in Q1 2019 and held it in 15 quarters. The position peaked at $8.12M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • TownSquare Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • TownSquare Capital sold 17,454 Avalara, Inc. shares in Q4 2022, an estimated $1.6M.
  • TownSquare Capital first reported a position in Avalara, Inc. in Q1 2019 and held it in 15 quarters.
  • TownSquare Capital's Avalara, Inc. position peaked at $8.12M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on TownSquare Capital's 13F filing for Q4 2022, filed 13 Feb 2023.