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

Twelve Points 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	-3,208	Closed	-$294K	–	169
2022 Q3	$294K	Sell	3,208 -336	-9%	-$30.1K	0.23%	134
2022 Q2	$250K	Sell	3,544 -17	-0.5%	-$1.4K	0.19%	146
2022 Q1	$354K	Sell	3,561 -412	-10%	-$41.8K	0.26%	124
2021 Q4	$513K	Buy	+3,973	New	+$620K	0.42%	82

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

Twelve Points Wealth Management's AVLR Position: Q4 2022 in Review

Twelve Points Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,208 shares — an estimated $294K sold.

Twelve Points Wealth Management first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $513K in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Twelve Points Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Twelve Points Wealth Management sold 3,208 Avalara, Inc. shares in Q4 2022, an estimated $294K.
Twelve Points Wealth Management first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Twelve Points Wealth Management's Avalara, Inc. position peaked at $513K in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Twelve Points Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.