URS
AVLR

Utah Retirement Systems’s Avalara, Inc. AVLR Stock Holding History

Utah Retirement Systems’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
-15,300
Closed -$1.4M – 973
2022
Q3 		$1.4M Buy
15,300
+100
+0.7% +$8.96K 0.02% 588
2022
Q2 		$1.07M Hold
15,200
– – 0.02% 685
2022
Q1 		$1.51M Sell
15,200
-200
-1% -$20.3K 0.02% 630
2021
Q4 		$1.99M Buy
15,400
+100
+0.7% +$15.6K 0.02% 583
2021
Q3 		$2.67M Sell
15,300
-900
-6% -$155K 0.04% 468
2021
Q2 		$2.62M Buy
16,200
+400
+3% +$55.8K 0.03% 497
2021
Q1 		$2.11M Sell
15,800
-700
-4% -$108K 0.03% 550
2020
Q4 		$2.72M Buy
16,500
+700
+4% +$112K 0.04% 451
2020
Q3 		$2.01M Buy
15,800
+12,600
+394% +$1.6M 0.03% 484
2020
Q2 		$426K Buy
+3,200
New +$315K 0.01% 851

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

Utah Retirement Systems's AVLR Position: Q4 2022 in Review

Utah Retirement Systems sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 15,300 shares — an estimated $1.4M sold.

Utah Retirement Systems first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $2.72M in Q4 2020. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Utah Retirement Systems reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Utah Retirement Systems sold 15,300 Avalara, Inc. shares in Q4 2022, an estimated $1.4M.
  • Utah Retirement Systems first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Utah Retirement Systems's Avalara, Inc. position peaked at $2.72M in Q4 2020.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Utah Retirement Systems's 13F filing for Q4 2022, filed 15 Feb 2023.