Zions Bancorporation’s Avalara, Inc. AVLR Stock Holding History

Zions Bancorporation’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	Closed	-$1K	–	1105
2022 Q3	$1K	Sell	10 -13	-57%	-$1.17K	﹤0.01%	919
2022 Q2	$2K	Buy	23 +1	+5%	+$82	﹤0.01%	1000
2022 Q1	$2K	Buy	+22	New	+$2.23K	﹤0.01%	1081
2021 Q2	–	Sell	-20	Closed	-$3K	–	1021
2021 Q1	$3K	Buy	+20	New	+$3.08K	﹤0.01%	870

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

Zions Bancorporation's AVLR Position: Q4 2022 in Review

Zions Bancorporation sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Zions Bancorporation first reported a position in AVLR in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Zions Bancorporation reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Zions Bancorporation sold 10 Avalara, Inc. shares in Q4 2022, an estimated $1K.
Zions Bancorporation first reported a position in Avalara, Inc. in Q1 2021 and held it in 4 quarters.
Zions Bancorporation's Avalara, Inc. position peaked at $3K in Q1 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Zions Bancorporation's 13F filing for Q4 2022, filed 10 Feb 2023.