WT
AVLR

Whittier Trust’s Avalara, Inc. AVLR Stock Holding History

Whittier Trust’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
-42
Closed -$4K – 1757
2022
Q3 		$4K Hold
42
– – ﹤0.01% 1507
2022
Q2 		$3K Hold
42
– – ﹤0.01% 1537
2022
Q1 		$4K Buy
+42
New +$4.26K ﹤0.01% 1499

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

Whittier Trust's AVLR Position: Q4 2022 in Review

Whittier Trust sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 42 shares — an estimated $4K sold.

Whittier Trust first reported a position in AVLR in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Whittier Trust reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Whittier Trust sold 42 Avalara, Inc. shares in Q4 2022, an estimated $4K.
  • Whittier Trust first reported a position in Avalara, Inc. in Q1 2022 and held it in 3 quarters.
  • Whittier Trust's Avalara, Inc. position peaked at $4K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.