Avior Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Avior Wealth Management’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	-6,517	Closed	-$460K	–	1338
2022 Q2	$460K	Buy	6,517 +897	+16%	+$73.7K	0.05%	266
2022 Q1	$559K	Buy	5,620 +936	+20%	+$94.9K	0.05%	271
2021 Q4	$604K	Buy	4,684 +650	+16%	+$101K	0.05%	288
2021 Q3	$705K	Hold	4,034	–	–	0.06%	245
2021 Q2	$652K	Buy	4,034 +1,025	+34%	+$143K	0.07%	244
2021 Q1	$401K	Sell	3,009 -4	-0.1%	-$617	0.04%	325
2020 Q4	$496K	Sell	3,013 -7	-0.2%	-$1.12K	0.06%	268
2020 Q3	$384K	Buy	3,020 +190	+7%	+$24.1K	0.05%	291
2020 Q2	$376K	Buy	2,830 +350	+14%	+$34.4K	0.06%	291
2020 Q1	$185K	Buy	+2,480	New	+$202K	0.04%	354

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Avior Wealth Management's AVLR Position: Q3 2022 in Review

Avior Wealth Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 6,517 shares — an estimated $460K sold.

Avior Wealth Management first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $705K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Avior Wealth Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Avior Wealth Management sold 6,517 Avalara, Inc. shares in Q3 2022, an estimated $460K.
Avior Wealth Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Avior Wealth Management's Avalara, Inc. position peaked at $705K in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.