BWM
AVLR

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

Baystate 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
Q2 		– Sell
-4
Closed – – 966
2022
Q1 		$0 Hold
4
– – ﹤0.01% 957
2021
Q4 		$1K Hold
4
– – ﹤0.01% 866
2021
Q3 		$1K Hold
4
– – ﹤0.01% 824
2021
Q2 		$1K Sell
4
-4
-50% -$558 ﹤0.01% 790
2021
Q1 		$1K Buy
+8
New +$1.23K ﹤0.01% 717

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Wellington Management Group
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Janus Henderson Group
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Baystate Wealth Management's AVLR Position: Q2 2022 in Review

Baystate Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 4 shares.

Baystate Wealth Management first reported a position in AVLR in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Baystate Wealth Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 4 Avalara, Inc. shares in Q2 2022.
  • Baystate Wealth Management first reported a position in Avalara, Inc. in Q1 2021 and held it in 5 quarters.
  • Baystate Wealth Management's Avalara, Inc. position peaked at $1K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Baystate Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.