UBS Group
AVLR

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 – 11630
2022
Q2 		$4.98M Buy
+70,500
New +$5.8M ﹤0.01% 2383

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

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.