Bellevue Asset Management’s Avalara, Inc. AVLR Stock Holding History

Bellevue Asset 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	-23	Closed	-$2K	–	516
2022 Q2	$2K	Buy	23 +6	+35%	+$493	﹤0.01%	459
2022 Q1	$2K	Sell	17 -2	-11%	-$203	﹤0.01%	497
2021 Q4	$2K	Sell	19 -2	-10%	-$312	﹤0.01%	532
2021 Q3	$4K	Hold	21	–	–	﹤0.01%	438
2021 Q2	$3K	Sell	21 -2	-9%	-$279	﹤0.01%	493
2021 Q1	$3K	Sell	23 -1	-4%	-$154	﹤0.01%	548
2020 Q4	$4K	Hold	24	–	–	﹤0.01%	494
2020 Q3	$3K	Sell	24 -10	-29%	-$1.27K	﹤0.01%	515
2020 Q2	$5K	Hold	34	–	–	0.01%	410
2020 Q1	$3K	Buy	+34	New	+$2.77K	﹤0.01%	478

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

Bellevue Asset Management's AVLR Position: Q3 2022 in Review

Bellevue Asset Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 23 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $5K in Q2 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Bellevue Asset Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Bellevue Asset Management sold 23 Avalara, Inc. shares in Q3 2022, an estimated $2K.
Bellevue Asset Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Bellevue Asset Management's Avalara, Inc. position peaked at $5K in Q2 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Bellevue Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.