Westchester Capital Management (New York)’s Avalara, Inc. AVLR Stock Holding History

Westchester Capital Management (New York)’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	-1,117,017	Closed	-$103M	–	597
2022 Q3	$103M	Buy	+1,117,017	New	+$100M	2.89%	5

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

Westchester Capital Management (New York)'s AVLR Position: Q4 2022 in Review

Westchester Capital Management (New York) sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,117,017 shares — an estimated $103M sold.

Westchester Capital Management (New York) first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $103M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Westchester Capital Management (New York) reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,117,017 Avalara, Inc. shares in Q4 2022, an estimated $103M.
Westchester Capital Management (New York) first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
Westchester Capital Management (New York)'s Avalara, Inc. position peaked at $103M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.