Vontobel Holding’s Avalara, Inc. AVLR Stock Holding History

Vontobel Holding’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	-2,769	Closed	-$255K	–	1153
2022 Q3	$255K	Sell	2,769 -3,514	-56%	-$315K	﹤0.01%	892
2022 Q2	$461K	Sell	6,283 -6,555	-51%	-$539K	0.01%	745
2022 Q1	$1.29M	Buy	12,838 +926	+8%	+$93.9K	0.01%	546
2021 Q4	$1.59M	Sell	11,912 -10,903	-48%	-$1.7M	0.01%	512
2021 Q3	$3.99M	Buy	22,815 +7,899	+53%	+$1.36M	0.04%	306
2021 Q2	$2.45M	Buy	14,916 +588	+4%	+$82K	0.02%	399
2021 Q1	$1.91M	Sell	14,328 -2,769	-16%	-$427K	0.01%	408
2020 Q4	$3.02M	Buy	+17,097	New	+$2.74M	0.02%	343

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

Vontobel Holding's AVLR Position: Q4 2022 in Review

Vontobel Holding sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 2,769 shares — an estimated $255K sold.

Vontobel Holding first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $3.99M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Vontobel Holding reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Vontobel Holding sold 2,769 Avalara, Inc. shares in Q4 2022, an estimated $255K.
Vontobel Holding first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Vontobel Holding's Avalara, Inc. position peaked at $3.99M in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Vontobel Holding's 13F filing for Q4 2022, filed 14 Feb 2023.