Washington Trust Advisors’s Avalara, Inc. AVLR Stock Holding History

Washington Trust 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	-14,060	Closed	-$1.29M	–	915
2022 Q3	$1.29M	Buy	14,060 +285	+2%	+$25.5K	0.12%	95
2022 Q2	$972K	Buy	13,775 +962	+8%	+$79.1K	0.09%	103
2022 Q1	$1.27M	Buy	12,813 +4,405	+52%	+$447K	0.09%	103
2021 Q4	$1.09M	Buy	+8,408	New	+$1.31M	0.07%	110

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

Washington Trust Advisors's AVLR Position: Q4 2022 in Review

Washington Trust Advisors sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 14,060 shares — an estimated $1.29M sold.

Washington Trust Advisors first reported a position in AVLR in Q4 2021 and held it in 4 quarters. The position peaked at $1.29M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Washington Trust Advisors reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Washington Trust Advisors sold 14,060 Avalara, Inc. shares in Q4 2022, an estimated $1.29M.
Washington Trust Advisors first reported a position in Avalara, Inc. in Q4 2021 and held it in 4 quarters.
Washington Trust Advisors's Avalara, Inc. position peaked at $1.29M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.