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

Brewin Dolphin 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	$2.5M	Sell	35,439 -112	-0.3%	-$9.21K	0.27%	48
2022 Q1	$3.54M	Buy	35,551 +350	+1%	+$35.5K	0.4%	45
2021 Q4	$4.54M	Buy	35,201 +2,056	+6%	+$321K	0.49%	41
2021 Q3	$5.79M	Buy	33,145 +4,032	+14%	+$693K	0.66%	35
2021 Q2	$4.71M	Buy	29,113 +15,732	+118%	+$2.19M	0.57%	38
2021 Q1	$1.79M	Buy	13,381 +1,072	+9%	+$165K	0.27%	54
2020 Q4	$2.03M	Buy	12,309 +1,601	+15%	+$256K	0.34%	45
2020 Q3	$1.36M	Buy	10,708 +1,739	+19%	+$221K	0.25%	54
2020 Q2	$1.19M	Buy	+8,969	New	+$882K	0.26%	54

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brewin Dolphin Wealth Management's AVLR Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Avalara, Inc. (AVLR) stake by 0.32% in Q2 2022, selling an estimated $9.21K and leaving 35,439 shares worth $2.5M. The position accounts for 0.27% of the portfolio, ranked #48.

Brewin Dolphin Wealth Management first reported a position in AVLR in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.79M in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Brewin Dolphin Wealth Management held 35,439 shares of Avalara, Inc. worth $2.5M as of Q2 2022.
Brewin Dolphin Wealth Management sold 112 Avalara, Inc. shares in Q2 2022, an estimated $9.21K.
Avalara, Inc. made up 0.27% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #48 holding.
Brewin Dolphin Wealth Management first reported a position in Avalara, Inc. in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's Avalara, Inc. position peaked at $5.79M in Q3 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.