APA
AVLR

American Portfolios Advisors’s Avalara, Inc. AVLR Stock Holding History

American Portfolios Advisors’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 		$7.62K Sell
83
-209
-72% -$18.7K ﹤0.01% 2636
2022
Q2 		$20.6K Sell
292
-46
-14% -$3.78K ﹤0.01% 2214
2022
Q1 		$33.6K Sell
338
-7
-2% -$710 ﹤0.01% 2087
2021
Q4 		$44.5K Sell
345
-145
-30% -$22.6K ﹤0.01% 1915
2021
Q3 		$85.6K Buy
490
+162
+49% +$27.9K ﹤0.01% 1520
2021
Q2 		$53.1K Sell
328
-5
-2% -$697 ﹤0.01% 1713
2021
Q1 		$44.4K Buy
333
+152
+84% +$23.4K ﹤0.01% 1652
2020
Q4 		$29.8K Sell
181
-42
-19% -$6.72K ﹤0.01% 1633
2020
Q3 		$28.4K Buy
223
+62
+39% +$7.87K ﹤0.01% 1536
2020
Q2 		$21.4K Buy
161
+75
+87% +$7.37K ﹤0.01% 1612
2020
Q1 		$6.42K Buy
86
+21
+32% +$1.71K ﹤0.01% 1996
2019
Q4 		$4.76K Buy
65
+47
+261% +$3.41K ﹤0.01% 2303
2019
Q3 		$1.21K Buy
+18
New +$1.46K ﹤0.01% 2612

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

American Portfolios Advisors's AVLR Position: Q3 2022 in Review

American Portfolios Advisors reduced its Avalara, Inc. (AVLR) stake by 72% in Q3 2022, selling an estimated $18.7K and leaving 83 shares worth $7.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

American Portfolios Advisors first reported a position in AVLR in Q3 2019 and has held it in 13 quarters since. The position peaked at $85.6K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • American Portfolios Advisors held 83 shares of Avalara, Inc. worth $7.62K as of Q3 2022.
  • American Portfolios Advisors sold 209 Avalara, Inc. shares in Q3 2022, an estimated $18.7K.
  • Avalara, Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2636 holding.
  • American Portfolios Advisors first reported a position in Avalara, Inc. in Q3 2019 and has held it in 13 quarters since.
  • American Portfolios Advisors's Avalara, Inc. position peaked at $85.6K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.