B. Metzler seel. Sohn & Co’s Avalara, Inc. AVLR Stock Holding History

B. Metzler seel. Sohn & Co’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	-30,075	Closed	-$2.12M	–	747
2022 Q2	$2.12M	Buy	30,075 +22,223	+283%	+$1.83M	0.03%	280
2022 Q1	$781K	Buy	7,852 +1,273	+19%	+$129K	0.01%	526
2021 Q4	$878K	Sell	6,579 -237	-3%	-$37K	0.01%	464
2021 Q3	$1.19M	Buy	6,816 +1,046	+18%	+$180K	0.02%	403
2021 Q2	$934K	Buy	5,770 +88	+2%	+$12.3K	0.01%	451
2021 Q1	$758K	Sell	5,682 -1,730	-23%	-$267K	0.01%	472
2020 Q4	$1.26M	Buy	+7,412	New	+$1.19M	0.02%	353

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

B. Metzler seel. Sohn & Co's AVLR Position: Q3 2022 in Review

B. Metzler seel. Sohn & Co sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 30,075 shares — an estimated $2.12M sold.

B. Metzler seel. Sohn & Co first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $2.12M in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

B. Metzler seel. Sohn & Co reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 30,075 Avalara, Inc. shares in Q3 2022, an estimated $2.12M.
B. Metzler seel. Sohn & Co first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
B. Metzler seel. Sohn & Co's Avalara, Inc. position peaked at $2.12M in Q2 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2022, filed 14 Nov 2022.