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Baystate Wealth Management LLC

SEC CIK
0001546408
Latest filing
Jan 29, 2024

AVLR holding history

Avalara, Inc. in every 13F filed by Baystate Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVLR overviewAll 13F holders of AVLRFull Q4 2023 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of AVLR by Baystate Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−4−100.0%Sold outHolders
Q1 20224$00.0%00.0%UnchangedHolders
Q4 20214$1.00K<0.1%00.0%UnchangedHolders
Q3 20214$1.00K<0.1%00.0%UnchangedHolders
Q2 20214$1.00K<0.1%−4−50.0%ReducedHolders
Q1 20218$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.