UCFA
AVLR

United Capital Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

United Capital Financial Advisors’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
-118,710
Closed -$10.9M – 1129
2022
Q3 		$10.9M Sell
118,710
-45
-0% -$4.03K 0.06% 229
2022
Q2 		$8.38M Sell
118,755
-203
-0.2% -$16.7K 0.05% 277
2022
Q1 		$11.8M Sell
118,958
-44
-0% -$4.46K 0.06% 255
2021
Q4 		$15.4M Sell
119,002
-5
-0% -$781 0.07% 232
2021
Q3 		$20.8M Buy
119,007
+222
+0.2% +$38.2K 0.1% 186
2021
Q2 		$19.2M Sell
118,785
-256
-0.2% -$35.7K 0.1% 194
2021
Q1 		$15.9M Buy
119,041
+4
+0% +$617 0.09% 212
2020
Q4 		$19.6M Buy
119,037
+122
+0.1% +$19.5K 0.12% 178
2020
Q3 		$15.1M Buy
118,915
+1
+0% +$127 0.1% 199
2020
Q2 		$15.8M Sell
118,914
-1,000
-0.8% -$98.3K 0.12% 191
2020
Q1 		$8.95M Sell
119,914
-13,100
-10% -$1.07M 0.07% 253
2019
Q4 		$9.74M Hold
133,014
– – 0.06% 316
2019
Q3 		$8.95M Sell
133,014
-14,778
-10% -$1.2M 0.06% 308
2019
Q2 		$10.7M Buy
+147,792
New +$9.54M 0.07% 288

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

United Capital Financial Advisors's AVLR Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 118,710 shares — an estimated $10.9M sold.

United Capital Financial Advisors first reported a position in AVLR in Q2 2019 and held it in 14 quarters. The position peaked at $20.8M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 118,710 Avalara, Inc. shares in Q4 2022, an estimated $10.9M.
  • United Capital Financial Advisors first reported a position in Avalara, Inc. in Q2 2019 and held it in 14 quarters.
  • United Capital Financial Advisors's Avalara, Inc. position peaked at $20.8M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.