TWM
AVLR

Tradition Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Tradition Wealth Management’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
-170
Closed -$16K – 1232
2022
Q3 		$16K Buy
+170
New +$15.2K ﹤0.01% 821

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

Tradition Wealth Management's AVLR Position: Q4 2022 in Review

Tradition Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 170 shares — an estimated $16K sold.

Tradition Wealth Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $16K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Tradition Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 170 Avalara, Inc. shares in Q4 2022, an estimated $16K.
  • Tradition Wealth Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Tradition Wealth Management's Avalara, Inc. position peaked at $16K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.