Altshuler Shaham’s Avalara, Inc. AVLR Stock Holding History

Altshuler Shaham’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 Q1	–	Sell	-292	Closed	-$38K	–	682
2021 Q4	$38K	Buy	292 +95	+48%	+$14.8K	﹤0.01%	488
2021 Q3	$35K	Buy	+197	New	+$33.9K	﹤0.01%	451
2021 Q2	–	Sell	-158	Closed	-$21K	–	768
2021 Q1	$21K	Sell	158 -297	-65%	-$45.8K	﹤0.01%	377
2020 Q4	$75K	Buy	455 +402	+758%	+$64.3K	﹤0.01%	236
2020 Q3	$7K	Sell	53 -302	-85%	-$38.4K	﹤0.01%	366
2020 Q2	$47K	Buy	355 +307	+640%	+$30.2K	﹤0.01%	197
2020 Q1	$4K	Buy	48 +5	+12%	+$408	﹤0.01%	364
2019 Q4	$3K	Sell	43 -190	-82%	-$13.8K	﹤0.01%	411
2019 Q3	$16K	Sell	233 -11	-5%	-$890	﹤0.01%	267
2019 Q2	$18K	Buy	+244	New	+$15.8K	﹤0.01%	222

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Altshuler Shaham's AVLR Position: Q1 2022 in Review

Altshuler Shaham sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 292 shares — an estimated $38K sold.

Altshuler Shaham first reported a position in AVLR in Q2 2019 and held it in 10 quarters. The position peaked at $75K in Q4 2020. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Altshuler Shaham reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Altshuler Shaham sold 292 Avalara, Inc. shares in Q1 2022, an estimated $38K.
Altshuler Shaham first reported a position in Avalara, Inc. in Q2 2019 and held it in 10 quarters.
Altshuler Shaham's Avalara, Inc. position peaked at $75K in Q4 2020.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Altshuler Shaham's 13F filing for Q1 2022, filed 16 May 2022.