Wells Fargo’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-122,734
| Closed | -$11.3M | – | 7925 |
|
|
2022
Q3 | $11.3M | Sell |
122,734
-6,026
| -5% | -$540K | ﹤0.01% | 1425 |
|
|
2022
Q2 | $9.09M | Sell |
128,760
-43,455
| -25% | -$3.57M | ﹤0.01% | 1636 |
|
|
2022
Q1 | $17.1M | Sell |
172,215
-119,659
| -41% | -$12.1M | ﹤0.01% | 1422 |
|
|
2021
Q4 | $37.7M | Sell |
291,874
-1,632,078
| -85% | -$255M | 0.01% | 925 |
|
|
2021
Q3 | $336M | Buy |
1,923,952
+472,135
| +33% | +$81.2M | 0.07% | 257 |
|
|
2021
Q2 | $235M | Buy |
1,451,817
+241,773
| +20% | +$33.7M | 0.05% | 362 |
|
|
2021
Q1 | $161M | Buy |
1,210,044
+255,627
| +27% | +$39.4M | 0.04% | 462 |
|
|
2020
Q4 | $157M | Buy |
954,417
+154,716
| +19% | +$24.8M | 0.04% | 461 |
|
|
2020
Q3 | $102M | Buy |
799,701
+37,934
| +5% | +$4.82M | 0.03% | 562 |
|
|
2020
Q2 | $101M | Sell |
761,767
-205,310
| -21% | -$20.2M | 0.03% | 541 |
|
|
2020
Q1 | $72.1M | Buy |
967,077
+97,951
| +11% | +$7.98M | 0.02% | 602 |
|
|
2019
Q4 | $63.7M | Buy |
869,126
+120,668
| +16% | +$8.76M | 0.02% | 811 |
|
|
2019
Q3 | $50.4M | Buy |
748,458
+556,827
| +291% | +$45M | 0.01% | 910 |
|
|
2019
Q2 | $13.8M | Sell |
191,631
-11,097
| -5% | -$716K | ﹤0.01% | 1706 |
|
|
2019
Q1 | $11.3M | Buy |
202,728
+195,028
| +2,533% | +$9.05M | ﹤0.01% | 1838 |
|
|
2018
Q4 | $240K | Buy |
7,700
+2,994
| +64% | +$96.6K | ﹤0.01% | 4810 |
|
|
2018
Q3 | $164K | Buy |
4,706
+4,406
| +1,469% | +$182K | ﹤0.01% | 5112 |
|
|
2018
Q2 | $16K | Buy |
+300
| New | +$14.3K | ﹤0.01% | 5869 |
|
Other funds holding AVLR
Wells Fargo's AVLR Position: Q4 2022 in Review
Wells Fargo sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 122,734 shares — an estimated $11.3M sold.
Wells Fargo first reported a position in AVLR in Q2 2018 and held it in 18 quarters. The position peaked at $336M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Wells Fargo reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Wells Fargo sold 122,734 Avalara, Inc. shares in Q4 2022, an estimated $11.3M.
- Wells Fargo first reported a position in Avalara, Inc. in Q2 2018 and held it in 18 quarters.
- Wells Fargo's Avalara, Inc. position peaked at $336M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.