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

UBS Group’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 Q3	–	Sell	-70,500	Closed	-$4.98M	–	11629
2022 Q2	$4.98M	Buy	+70,500	New	+$5.8M	﹤0.01%	2382
2021 Q4	–	Sell	-13,000	Closed	-$2.27M	–	11165
2021 Q3	$2.27M	Buy	+13,000	New	+$2.24M	﹤0.01%	3473
2020 Q1	–	Sell	-67,700	Closed	-$4.96M	–	8595
2019 Q4	$4.96M	Sell	67,700 -38,800	-36%	-$2.82M	﹤0.01%	2606
2019 Q3	$7.17M	Buy	+106,500	New	+$8.61M	﹤0.01%	2046

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 Group's AVLR Position: Q4 2022 in Review

UBS Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 890,107 shares — an estimated $81.7M sold.

UBS Group first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $81.7M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

UBS Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
UBS Group sold 890,107 Avalara, Inc. shares in Q4 2022, an estimated $81.7M.
UBS Group first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
UBS Group's Avalara, Inc. position peaked at $81.7M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.