Zurich Cantonal Bank’s Avalara, Inc. AVLR Stock Holding History

Zurich Cantonal Bank’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	-29,264	Closed	-$2.69M	–	2959
2022 Q3	$2.69M	Buy	29,264 +5,619	+24%	+$504K	0.02%	604
2022 Q2	$1.67M	Buy	23,645 +581	+3%	+$47.8K	0.01%	715
2022 Q1	$2.29M	Buy	23,064 +8,360	+57%	+$847K	0.01%	687
2021 Q4	$1.9M	Buy	14,704 +408	+3%	+$63.7K	0.01%	761
2021 Q3	$2.5M	Sell	14,296 -140	-1%	-$24.1K	0.01%	703
2021 Q2	$2.34M	Hold	14,436	–	–	0.01%	682
2021 Q1	$1.93M	Buy	14,436 +1,122	+8%	+$173K	0.01%	713
2020 Q4	$2.19M	Sell	13,314 -712	-5%	-$114K	0.01%	715
2020 Q3	$1.79M	Buy	14,026 +3,062	+28%	+$389K	0.01%	714
2020 Q2	$1.46M	Buy	+10,964	New	+$1.08M	0.01%	720

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

Zurich Cantonal Bank's AVLR Position: Q4 2022 in Review

Zurich Cantonal Bank sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 29,264 shares — an estimated $2.69M sold.

Zurich Cantonal Bank first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $2.69M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Zurich Cantonal Bank reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Zurich Cantonal Bank sold 29,264 Avalara, Inc. shares in Q4 2022, an estimated $2.69M.
Zurich Cantonal Bank first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Zurich Cantonal Bank's Avalara, Inc. position peaked at $2.69M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Zurich Cantonal Bank's 13F filing for Q4 2022, filed 1 Feb 2023.