Advisory Research’s Avalara, Inc. AVLR Stock Holding History

Advisory Research’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
2021 Q4	–	Sell	-2,494	Closed	-$436K	–	419
2021 Q3	$436K	Buy	2,494 +278	+13%	+$47.8K	0.03%	258
2021 Q2	$359K	Buy	+2,216	New	+$309K	0.02%	295
2021 Q1	–	Sell	-1,487	Closed	-$245K	–	396
2020 Q4	$245K	Sell	1,487 -248	-14%	-$39.7K	0.02%	306
2020 Q3	$221K	Sell	1,735 -361	-17%	-$45.8K	0.02%	290
2020 Q2	$279K	Sell	2,096 -1,929	-48%	-$190K	0.02%	288
2020 Q1	$300K	Buy	4,025 +735	+22%	+$59.9K	0.02%	244
2019 Q4	$241K	Buy	+3,290	New	+$239K	0.01%	296

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Advisory Research's AVLR Position: Q4 2021 in Review

Advisory Research sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 2,494 shares — an estimated $436K sold.

Advisory Research first reported a position in AVLR in Q4 2019 and held it in 7 quarters. The position peaked at $436K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Advisory Research reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Advisory Research sold 2,494 Avalara, Inc. shares in Q4 2021, an estimated $436K.
Advisory Research first reported a position in Avalara, Inc. in Q4 2019 and held it in 7 quarters.
Advisory Research's Avalara, Inc. position peaked at $436K in Q3 2021.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Advisory Research's 13F filing for Q4 2021, filed 11 Feb 2022.