Wolff Wiese Magana’s Avalara, Inc. AVLR Stock Holding History

Wolff Wiese Magana’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	-716	Closed	-$66K	–	1007
2022 Q3	$66K	Hold	716	–	–	0.05%	203
2022 Q2	$51K	Sell	716 -3,701	-84%	-$304K	0.04%	252
2022 Q1	$440K	Buy	4,417 +340	+8%	+$34.5K	0.29%	73
2021 Q4	$527K	Buy	4,077 +333	+9%	+$52K	0.34%	70
2021 Q3	$655K	Buy	3,744 +157	+4%	+$27K	0.46%	57
2021 Q2	$580K	Buy	3,587 +167	+5%	+$23.3K	0.41%	62
2021 Q1	$457K	Buy	3,420 +175	+5%	+$27K	0.36%	65
2020 Q4	$535K	Buy	+3,245	New	+$519K	0.45%	60

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

Wolff Wiese Magana's AVLR Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 716 shares — an estimated $66K sold.

Wolff Wiese Magana first reported a position in AVLR in Q4 2020 and held it in 8 quarters. The position peaked at $655K in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Wolff Wiese Magana reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Wolff Wiese Magana sold 716 Avalara, Inc. shares in Q4 2022, an estimated $66K.
Wolff Wiese Magana first reported a position in Avalara, Inc. in Q4 2020 and held it in 8 quarters.
Wolff Wiese Magana's Avalara, Inc. position peaked at $655K in Q3 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.