Willow Creek Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Willow Creek Wealth 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	-4,981	Closed	-$457K	–	139
2022 Q3	$457K	Buy	+4,981	New	+$446K	0.09%	70

Other funds holding AVLR

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

Willow Creek Wealth Management's AVLR Position: Q4 2022 in Review

Willow Creek Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 4,981 shares — an estimated $457K sold.

Willow Creek Wealth Management first reported a position in AVLR in Q3 2022 and held it in 1 quarter. The position peaked at $457K in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Willow Creek Wealth Management reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Willow Creek Wealth Management sold 4,981 Avalara, Inc. shares in Q4 2022, an estimated $457K.
Willow Creek Wealth Management first reported a position in Avalara, Inc. in Q3 2022 and held it in 1 quarter.
Willow Creek Wealth Management's Avalara, Inc. position peaked at $457K in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Willow Creek Wealth Management's 13F filing for Q4 2022, filed 1 Mar 2023.