Wellington Shields Capital Management’s Avalara, Inc. AVLR Stock Holding History

Wellington Shields Capital 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	-3,250	Closed	-$298K	–	326
2022 Q3	$298K	Sell	3,250 -945	-23%	-$84.7K	0.07%	187
2022 Q2	$296K	Sell	4,195 -20,050	-83%	-$1.65M	0.04%	195
2022 Q1	$445K	Buy	24,245 +20,275	+511%	+$2.06M	0.05%	185
2021 Q4	$513K	Buy	+3,970	New	+$620K	0.07%	205
2021 Q3	–	Sell	-4,265	Closed	-$690K	–	301
2021 Q2	$690K	Sell	4,265 -138,419	-97%	-$19.3M	0.08%	177
2021 Q1	$19M	Buy	142,684 +139,684	+4,656%	+$21.5M	1.81%	8
2020 Q4	$495K	Buy	+3,000	New	+$480K	0.07%	174

Other funds holding AVLR

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

Wellington Shields Capital Management's AVLR Position: Q4 2022 in Review

Wellington Shields Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 3,250 shares — an estimated $298K sold.

Wellington Shields Capital Management first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $19M in Q1 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Wellington Shields Capital Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Wellington Shields Capital Management sold 3,250 Avalara, Inc. shares in Q4 2022, an estimated $298K.
Wellington Shields Capital Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
Wellington Shields Capital Management's Avalara, Inc. position peaked at $19M in Q1 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Wellington Shields Capital Management's 13F filing for Q4 2022, filed 15 Feb 2023.