Advisory Services Network’s Avalara, Inc. AVLR Stock Holding History

Advisory Services Network’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 Q3	–	Sell	-4,426	Closed	-$312K	–	1473
2022 Q2	$312K	Sell	4,426 -936	-17%	-$77K	0.01%	1053
2022 Q1	$533K	Buy	5,362 +1,552	+41%	+$157K	0.02%	885
2021 Q4	$492K	Sell	3,810 -280	-7%	-$43.7K	0.01%	896
2021 Q3	$715K	Sell	4,090 -59	-1%	-$10.1K	0.02%	735
2021 Q2	$672K	Sell	4,149 -227	-5%	-$31.6K	0.02%	755
2021 Q1	$584K	Buy	4,376 +106	+2%	+$16.3K	0.02%	783
2020 Q4	$704K	Buy	4,270 +2,692	+171%	+$431K	0.03%	610
2020 Q3	$201K	Sell	1,578 -64	-4%	-$8.13K	0.01%	971
2020 Q2	$219K	Buy	+1,642	New	+$161K	0.01%	913

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advisory Services Network's AVLR Position: Q3 2022 in Review

Advisory Services Network sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 4,426 shares — an estimated $312K sold.

Advisory Services Network first reported a position in AVLR in Q2 2020 and held it in 9 quarters. The position peaked at $715K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Advisory Services Network reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Advisory Services Network sold 4,426 Avalara, Inc. shares in Q3 2022, an estimated $312K.
Advisory Services Network first reported a position in Avalara, Inc. in Q2 2020 and held it in 9 quarters.
Advisory Services Network's Avalara, Inc. position peaked at $715K in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Advisory Services Network's 13F filing for Q3 2022, filed 14 Nov 2022.