BCWM
AVLR

Bartlett & Co Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Bartlett & Co 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
-175
Closed -$12.4K – 1306
2022
Q2 		$12.4K Buy
+175
New +$14.4K ﹤0.01% 825

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

Bartlett & Co Wealth Management's AVLR Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 175 shares — an estimated $12.4K sold.

Bartlett & Co Wealth Management first reported a position in AVLR in Q2 2022 and held it in 1 quarter. The position peaked at $12.4K in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 175 Avalara, Inc. shares in Q3 2022, an estimated $12.4K.
  • Bartlett & Co Wealth Management first reported a position in Avalara, Inc. in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Avalara, Inc. position peaked at $12.4K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.