Artisan Partners
AVLR

Artisan Partners’s Avalara, Inc. AVLR Stock Holding History

Artisan Partners’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
-613,160
Closed -$43.3M – 342
2022
Q2 		$43.3M Sell
613,160
-106,281
-15% -$8.74M 0.07% 222
2022
Q1 		$71.6M Buy
719,441
+4,643
+0.6% +$471K 0.09% 201
2021
Q4 		$92.3M Sell
714,798
-51,579
-7% -$8.05M 0.11% 189
2021
Q3 		$134M Sell
766,377
-24,014
-3% -$4.13M 0.16% 141
2021
Q2 		$128M Sell
790,391
-3,102
-0.4% -$432K 0.15% 151
2021
Q1 		$106M Buy
793,493
+17,917
+2% +$2.76M 0.13% 167
2020
Q4 		$128M Buy
775,576
+18,524
+2% +$2.96M 0.16% 148
2020
Q3 		$96.4M Buy
757,052
+11,435
+2% +$1.45M 0.14% 154
2020
Q2 		$99.2M Buy
745,617
+38,426
+5% +$3.78M 0.16% 142
2020
Q1 		$52.8M Buy
707,191
+90,740
+15% +$7.4M 0.11% 174
2019
Q4 		$45.2M Buy
616,451
+212,754
+53% +$15.5M 0.08% 194
2019
Q3 		$27.2M Buy
403,697
+63,188
+19% +$5.11M 0.05% 220
2019
Q2 		$24.6M Buy
340,509
+197,655
+138% +$12.8M 0.05% 224
2019
Q1 		$7.97M Buy
+142,854
New +$6.63M 0.02% 249

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Artisan Partners's AVLR Position: Q3 2022 in Review

Artisan Partners sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 613,160 shares — an estimated $43.3M sold.

Artisan Partners first reported a position in AVLR in Q1 2019 and held it in 14 quarters. The position peaked at $134M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Artisan Partners reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Artisan Partners sold 613,160 Avalara, Inc. shares in Q3 2022, an estimated $43.3M.
  • Artisan Partners first reported a position in Avalara, Inc. in Q1 2019 and held it in 14 quarters.
  • Artisan Partners's Avalara, Inc. position peaked at $134M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Artisan Partners's 13F filing for Q3 2022, filed 10 Nov 2022.