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

Bartlett & 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	-175	Closed	-$12K	–	1299
2022 Q2	$12K	Buy	+175	New	+$14.4K	﹤0.01%	836

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

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

Bartlett & Co sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 175 shares — an estimated $12K sold.

Bartlett & Co first reported a position in AVLR in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Bartlett & Co reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 175 Avalara, Inc. shares in Q3 2022, an estimated $12K.
Bartlett & Co first reported a position in Avalara, Inc. in Q2 2022 and held it in 1 quarter.
Bartlett & Co's Avalara, Inc. position peaked at $12K in Q2 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.