AIM
AVLR

Aigen Investment Management’s Avalara, Inc. AVLR Stock Holding History

Aigen Investment Management’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
-3,723
Closed -$263K – 818
2022
Q2 		$263K Buy
3,723
+142
+4% +$11.7K 0.04% 413
2022
Q1 		$356K Buy
+3,581
New +$363K 0.06% 337
2021
Q1 		– Sell
-11,225
Closed -$1.85M – 960
2020
Q4 		$1.85M Sell
11,225
-6,938
-38% -$1.11M 0.24% 100
2020
Q3 		$2.31M Buy
18,163
+2,102
+13% +$267K 0.3% 91
2020
Q2 		$2.14M Sell
16,061
-4,530
-22% -$445K 0.27% 87
2020
Q1 		$1.54M Sell
20,591
-16,149
-44% -$1.32M 0.2% 128
2019
Q4 		$2.69M Buy
+36,740
New +$2.67M 0.45% 44

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Aigen Investment Management's AVLR Position: Q3 2022 in Review

Aigen Investment Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 3,723 shares — an estimated $263K sold.

Aigen Investment Management first reported a position in AVLR in Q4 2019 and held it in 7 quarters. The position peaked at $2.69M in Q4 2019. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Aigen Investment Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Aigen Investment Management sold 3,723 Avalara, Inc. shares in Q3 2022, an estimated $263K.
  • Aigen Investment Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 7 quarters.
  • Aigen Investment Management's Avalara, Inc. position peaked at $2.69M in Q4 2019.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Aigen Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.