X
AVLR

Xponance’s Avalara, Inc. AVLR Stock Holding History

Xponance’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
-10,312
Closed -$947K – 1256
2022
Q3 		$947K Buy
10,312
+230
+2% +$20.6K 0.02% 593
2022
Q2 		$712K Buy
10,082
+194
+2% +$15.9K 0.01% 708
2022
Q1 		$984K Buy
9,888
+135
+1% +$13.7K 0.02% 603
2021
Q4 		$1.26M Buy
9,753
+119
+1% +$18.6K 0.02% 522
2021
Q3 		$1.68M Sell
9,634
-231
-2% -$39.7K 0.03% 389
2021
Q2 		$1.6M Buy
9,865
+1,271
+15% +$177K 0.03% 421
2021
Q1 		$1.15M Buy
8,594
+50
+0.6% +$7.71K 0.02% 437
2020
Q4 		$1.41M Sell
8,544
-70
-0.8% -$11.2K 0.03% 386
2020
Q3 		$1.1M Buy
8,614
+679
+9% +$86.2K 0.03% 394
2020
Q2 		$1.06M Buy
+7,935
New +$780K 0.03% 372

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

Xponance's AVLR Position: Q4 2022 in Review

Xponance sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 10,312 shares — an estimated $947K sold.

Xponance first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $1.68M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Xponance reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Xponance sold 10,312 Avalara, Inc. shares in Q4 2022, an estimated $947K.
  • Xponance first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
  • Xponance's Avalara, Inc. position peaked at $1.68M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Xponance's 13F filing for Q4 2022, filed 24 Jan 2023.