UMB Bank’s Avalara, Inc. AVLR Stock Holding History

UMB Bank’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	-1,700	Closed	-$156K	–	1879
2022 Q3	$156K	Hold	1,700	–	–	﹤0.01%	642
2022 Q2	$120K	Hold	1,700	–	–	﹤0.01%	721
2022 Q1	$169K	Buy	1,700 +592	+53%	+$60K	﹤0.01%	679
2021 Q4	$143K	Buy	+1,108	New	+$173K	﹤0.01%	734

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

UMB Bank's AVLR Position: Q4 2022 in Review

UMB Bank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,700 shares — an estimated $156K sold.

UMB Bank first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $169K in Q1 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

UMB Bank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
UMB Bank sold 1,700 Avalara, Inc. shares in Q4 2022, an estimated $156K.
UMB Bank first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
UMB Bank's Avalara, Inc. position peaked at $169K in Q1 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.