VAS
AVLR

Vestmark Advisory Solutions’s Avalara, Inc. AVLR Stock Holding History

Vestmark Advisory Solutions’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
-2,306
Closed -$212K – 890
2022
Q3 		$212K Sell
2,306
-6,267
-73% -$562K 0.01% 768
2022
Q2 		$605K Sell
8,573
-498
-5% -$40.9K 0.03% 501
2022
Q1 		$903K Buy
9,071
+2,805
+45% +$284K 0.05% 380
2021
Q4 		$809K Sell
6,266
-83
-1% -$13K 0.05% 410
2021
Q3 		$1.11M Sell
6,349
-276
-4% -$47.5K 0.08% 315
2021
Q2 		$1.07M Buy
6,625
+4,265
+181% +$594K 0.08% 309
2021
Q1 		$315K Sell
2,360
-78
-3% -$12K 0.03% 579
2020
Q4 		$402K Buy
2,438
+115
+5% +$18.4K 0.05% 408
2020
Q3 		$296K Buy
2,323
+100
+4% +$12.7K 0.04% 429
2020
Q2 		$296K Buy
+2,223
New +$219K 0.05% 406

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

Vestmark Advisory Solutions's AVLR Position: Q4 2022 in Review

Vestmark Advisory Solutions sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,306 shares — an estimated $212K sold.

Vestmark Advisory Solutions first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.11M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Vestmark Advisory Solutions reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 2,306 Avalara, Inc. shares in Q4 2022, an estimated $212K.
  • Vestmark Advisory Solutions first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Vestmark Advisory Solutions's Avalara, Inc. position peaked at $1.11M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2022, filed 20 Jan 2023.