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

Avitas 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	-2,965	Closed	-$209K	–	218
2022 Q2	$209K	Buy	+2,965	New	+$244K	0.05%	183
2022 Q1	–	Sell	-5,646	Closed	-$729K	–	222
2021 Q4	$729K	Sell	5,646 -1,192	-17%	-$186K	0.12%	143
2021 Q3	$1.2M	Buy	6,838 +1,353	+25%	+$233K	0.22%	122
2021 Q2	$887K	Buy	5,485 +171	+3%	+$23.8K	0.16%	149
2021 Q1	$709K	Sell	5,314 -1,534	-22%	-$237K	0.14%	163
2020 Q4	$1.13M	Buy	6,848 +1,475	+27%	+$236K	0.23%	131
2020 Q3	$684K	Sell	5,373 -1,001	-16%	-$127K	0.19%	129
2020 Q2	$848K	Buy	+6,374	New	+$627K	0.28%	105

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

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

Avitas Wealth Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 2,965 shares — an estimated $209K sold.

Avitas Wealth Management first reported a position in AVLR in Q2 2020 and held it in 8 quarters. The position peaked at $1.2M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Avitas Wealth Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Avitas Wealth Management sold 2,965 Avalara, Inc. shares in Q3 2022, an estimated $209K.
Avitas Wealth Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 8 quarters.
Avitas Wealth Management's Avalara, Inc. position peaked at $1.2M in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.