AFG
AVLR

Albion Financial Group’s Avalara, Inc. AVLR Stock Holding History

Albion Financial Group’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
Q2 		– Sell
-18
Closed -$2K – 647
2022
Q1 		$2K Buy
+18
New +$1.82K ﹤0.01% 494

Other funds holding AVLR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Albion Financial Group's AVLR Position: Q2 2022 in Review

Albion Financial Group sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 18 shares — an estimated $2K sold.

Albion Financial Group first reported a position in AVLR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Albion Financial Group reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Albion Financial Group sold 18 Avalara, Inc. shares in Q2 2022, an estimated $2K.
  • Albion Financial Group first reported a position in Avalara, Inc. in Q1 2022 and held it in 1 quarter.
  • Albion Financial Group's Avalara, Inc. position peaked at $2K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Albion Financial Group's 13F filing for Q2 2022, filed 29 Jul 2022.