BFEC
AVLR

Benjamin F. Edwards & Company’s Avalara, Inc. AVLR Stock Holding History

Benjamin F. Edwards & Company’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
-17
Closed -$2K – 1932
2022
Q1 		$2K Buy
+17
New +$1.72K ﹤0.01% 1687
2021
Q1 		– Sell
-8
Closed -$1K – 1758
2020
Q4 		$1K Sell
8
-370
-98% -$59.2K ﹤0.01% 1584
2020
Q3 		$48K Buy
+378
New +$48K ﹤0.01% 910
2020
Q1 		– Sell
-157
Closed -$12K – 1931
2019
Q4 		$12K Buy
+157
New +$11.4K ﹤0.01% 1386

Other funds holding AVLR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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

Benjamin F. Edwards & Company's AVLR Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 17 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in AVLR in Q4 2019 and held it in 4 quarters. The position peaked at $48K in Q3 2020. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Benjamin F. Edwards & Company reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 17 Avalara, Inc. shares in Q2 2022, an estimated $2K.
  • Benjamin F. Edwards & Company first reported a position in Avalara, Inc. in Q4 2019 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's Avalara, Inc. position peaked at $48K in Q3 2020.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.