Wells Fargo
AVLR

Wells Fargo’s Avalara, Inc. AVLR Stock Holding History

Wells Fargo’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
2020
Q4 		– Sell
-50,200
Closed -$75K – 7294
2020
Q3 		$75K Hold
50,200
– – ﹤0.01% 5365
2020
Q2 		$193K Buy
+50,200
New +$4.93M ﹤0.01% 4934

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

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.