UBS AM’s Avalara, Inc. AVLR Stock Holding History

UBS AM’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	-248,235	Closed	-$22.8M	–	2807
2022 Q3	$22.8M	Sell	248,235 -8,964	-3%	-$803K	0.01%	728
2022 Q2	$18.2M	Sell	257,199 -13,020	-5%	-$1.07M	0.01%	763
2022 Q1	$26.9M	Sell	270,219 -4,241	-2%	-$430K	0.01%	765
2021 Q4	$35.4M	Buy	274,460 +6,357	+2%	+$992K	0.01%	744
2021 Q3	$46.9M	Buy	268,103 +1,810	+0.7%	+$311K	0.02%	636
2021 Q2	$43.1M	Buy	266,293 +12,047	+5%	+$1.68M	0.02%	672
2021 Q1	$33.9M	Sell	254,246 -92,166	-27%	-$14.2M	0.02%	718
2020 Q4	$57.1M	Buy	346,412 +16,893	+5%	+$2.7M	0.03%	568
2020 Q3	$42M	Sell	329,519 -9,168	-3%	-$1.16M	0.02%	577
2020 Q2	$45.1M	Buy	338,687 +176,563	+109%	+$17.4M	0.03%	524
2020 Q1	$12.1M	Buy	162,124 +117,106	+260%	+$9.55M	0.01%	812
2019 Q4	$3.3M	Buy	45,018 +26,331	+141%	+$1.91M	﹤0.01%	1375
2019 Q3	$1.26M	Buy	18,687 +3,684	+25%	+$298K	﹤0.01%	1839
2019 Q2	$1.08M	Buy	+15,003	New	+$969K	﹤0.01%	1849

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

UBS AM's AVLR Position: Q4 2022 in Review

UBS AM sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 248,235 shares — an estimated $22.8M sold.

UBS AM first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $57.1M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

UBS AM reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
UBS AM sold 248,235 Avalara, Inc. shares in Q4 2022, an estimated $22.8M.
UBS AM first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
UBS AM's Avalara, Inc. position peaked at $57.1M in Q4 2020.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on UBS AM's 13F filing for Q4 2022, filed 14 Feb 2023.