UOC
AVLR

UBS O'Connor’s Avalara, Inc. AVLR Stock Holding History

UBS O'Connor’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
-4,065,318
Closed -$373M – 898
2022
Q3 		$373M Buy
+4,065,318
New +$364M 4.24% 5

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS O'Connor's AVLR Position: Q4 2022 in Review

UBS O'Connor sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,065,318 shares — an estimated $373M sold.

UBS O'Connor first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $373M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • UBS O'Connor reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • UBS O'Connor sold 4,065,318 Avalara, Inc. shares in Q4 2022, an estimated $373M.
  • UBS O'Connor first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • UBS O'Connor's Avalara, Inc. position peaked at $373M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

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