WAM
AVLR

Weiss Asset Management’s Avalara, Inc. AVLR Stock Holding History

Weiss Asset Management’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
-100
Closed -$9K – 827
2022
Q3 		$9K Buy
+100
New +$8.96K ﹤0.01% 634

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

Weiss Asset Management's AVLR Position: Q4 2022 in Review

Weiss Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 100 shares — an estimated $9K sold.

Weiss Asset Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Weiss Asset Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Weiss Asset Management sold 100 Avalara, Inc. shares in Q4 2022, an estimated $9K.
  • Weiss Asset Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
  • Weiss Asset Management's Avalara, Inc. position peaked at $9K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Weiss Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.