Truist Financial’s Avalara, Inc. AVLR Stock Holding History

Truist Financial’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	-10,854	Closed	-$996K	–	2728
2022 Q3	$996K	Sell	10,854 -12,472	-53%	-$1.12M	﹤0.01%	1493
2022 Q2	$1.65M	Sell	23,326 -1,014	-4%	-$83.4K	﹤0.01%	1315
2022 Q1	$2.42M	Sell	24,340 -6,853	-22%	-$695K	﹤0.01%	1216
2021 Q4	$4.03M	Sell	31,193 -2,080	-6%	-$325K	0.01%	970
2021 Q3	$5.82M	Buy	33,273 +1,003	+3%	+$172K	0.01%	820
2021 Q2	$5.22M	Buy	32,270 +2,088	+7%	+$291K	0.01%	861
2021 Q1	$4.03M	Sell	30,182 -4,621	-13%	-$713K	0.01%	938
2020 Q4	$5.74M	Buy	34,803 +4,191	+14%	+$670K	0.01%	763
2020 Q3	$3.9M	Buy	+30,612	New	+$3.89M	0.01%	817
2020 Q2	–	Sell	-23,329	Closed	-$1.74M	–	2615
2020 Q1	$1.74M	Buy	23,329 +6,007	+35%	+$490K	﹤0.01%	1033
2019 Q4	$1.27M	Buy	+17,322	New	+$1.26M	﹤0.01%	1340

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

Truist Financial's AVLR Position: Q4 2022 in Review

Truist Financial sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 10,854 shares — an estimated $996K sold.

Truist Financial first reported a position in AVLR in Q4 2019 and held it in 11 quarters. The position peaked at $5.82M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Truist Financial reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Truist Financial sold 10,854 Avalara, Inc. shares in Q4 2022, an estimated $996K.
Truist Financial first reported a position in Avalara, Inc. in Q4 2019 and held it in 11 quarters.
Truist Financial's Avalara, Inc. position peaked at $5.82M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.