Baird Financial Group’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-14,398
Closed -$1.32M 1800
2022
Q3
$1.32M Sell
14,398
-4,087
-22% -$375K ﹤0.01% 966
2022
Q2
$1.31M Buy
18,485
+3,921
+27% +$277K ﹤0.01% 987
2022
Q1
$1.45M Sell
14,564
-18,481
-56% -$1.84M ﹤0.01% 1003
2021
Q4
$4.27M Buy
33,045
+1,774
+6% +$229K 0.01% 658
2021
Q3
$5.47M Buy
31,271
+2,907
+10% +$508K 0.01% 568
2021
Q2
$4.59M Buy
28,364
+770
+3% +$125K 0.01% 621
2021
Q1
$3.68M Buy
27,594
+7,341
+36% +$980K 0.01% 672
2020
Q4
$3.34M Sell
20,253
-14,653
-42% -$2.42M 0.01% 662
2020
Q3
$4.45M Sell
34,906
-5,880
-14% -$749K 0.02% 519
2020
Q2
$5.43M Sell
40,786
-911
-2% -$121K 0.02% 461
2020
Q1
$3.11M Buy
41,697
+1,872
+5% +$140K 0.01% 555
2019
Q4
$2.92M Sell
39,825
-26,457
-40% -$1.94M 0.01% 668
2019
Q3
$4.46M Sell
66,282
-6,800
-9% -$458K 0.02% 542
2019
Q2
$5.28M Buy
+73,082
New +$5.28M 0.02% 492