WIC
AVLR

Water Island Capital’s Avalara, Inc. AVLR Stock Holding History

Water Island Capital’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
-581,162
Closed -$53.4M – 117
2022
Q3 		$53.4M Buy
+581,162
New +$52.1M 3.02% 7

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

Water Island Capital's AVLR Position: Q4 2022 in Review

Water Island Capital sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 581,162 shares — an estimated $53.4M sold.

Water Island Capital first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $53.4M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Water Island Capital reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Water Island Capital sold 581,162 Avalara, Inc. shares in Q4 2022, an estimated $53.4M.
  • Water Island Capital first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Water Island Capital's Avalara, Inc. position peaked at $53.4M in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Water Island Capital's 13F filing for Q4 2022, filed 14 Feb 2023.