Weiss Multi-Strategy Advisers’s Avalara, Inc. AVLR Stock Holding History

Weiss Multi-Strategy Advisers’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	-158,133	Closed	-$14.5M	–	814
2022 Q3	$14.5M	Buy	158,133 +154,937	+4,848%	+$13.9M	0.38%	69
2022 Q2	$226K	Buy	+3,196	New	+$263K	0.01%	608
2022 Q1	–	Sell	-4,007	Closed	-$517K	–	831
2021 Q4	$517K	Sell	4,007 -11,426	-74%	-$1.78M	0.01%	549
2021 Q3	$2.7M	Buy	15,433 +7,825	+103%	+$1.35M	0.06%	366
2021 Q2	$1.23M	Buy	7,608 +1,092	+17%	+$152K	0.03%	466
2021 Q1	$869K	Sell	6,516 -8,332	-56%	-$1.28M	0.02%	501
2020 Q4	$2.45M	Buy	14,848 +7,833	+112%	+$1.25M	0.05%	384
2020 Q3	$893K	Buy	+7,015	New	+$891K	0.02%	433

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

Weiss Multi-Strategy Advisers's AVLR Position: Q4 2022 in Review

Weiss Multi-Strategy Advisers sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 158,133 shares — an estimated $14.5M sold.

Weiss Multi-Strategy Advisers first reported a position in AVLR in Q3 2020 and held it in 8 quarters. The position peaked at $14.5M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Weiss Multi-Strategy Advisers reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 158,133 Avalara, Inc. shares in Q4 2022, an estimated $14.5M.
Weiss Multi-Strategy Advisers first reported a position in Avalara, Inc. in Q3 2020 and held it in 8 quarters.
Weiss Multi-Strategy Advisers's Avalara, Inc. position peaked at $14.5M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.