AWS
AVLR

Atria Wealth Solutions’s Avalara, Inc. AVLR Stock Holding History

Atria Wealth Solutions’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
-7,624
Closed -$538K – 1884
2022
Q2 		$538K Buy
7,624
+3,339
+78% +$275K 0.01% 937
2022
Q1 		$426K Buy
+4,285
New +$434K 0.01% 1155

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

Atria Wealth Solutions's AVLR Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 7,624 shares — an estimated $538K sold.

Atria Wealth Solutions first reported a position in AVLR in Q1 2022 and held it in 2 quarters. The position peaked at $538K in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,624 Avalara, Inc. shares in Q3 2022, an estimated $538K.
  • Atria Wealth Solutions first reported a position in Avalara, Inc. in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Avalara, Inc. position peaked at $538K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.