Brinker Capital Investments’s Avalara, Inc. AVLR Stock Holding History

Brinker Capital Investments’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	-32,539	Closed	-$2.3M	–	1415
2022 Q2	$2.3M	Buy	32,539 +2,879	+10%	+$237K	0.04%	423
2022 Q1	$2.95M	Sell	29,660 -9,392	-24%	-$952K	0.05%	390
2021 Q4	$5.04M	Sell	39,052 -5,416	-12%	-$845K	0.07%	267
2021 Q3	$7.2M	Hold	44,468	–	–	0.11%	186
2021 Q2	$7.2M	Buy	+44,468	New	+$6.2M	0.1%	224
2021 Q1	–	Sell	-67,758	Closed	-$11.2M	–	1296
2020 Q4	$11.2M	Buy	67,758 +41,558	+159%	+$6.65M	0.17%	132
2020 Q3	$3.34M	Buy	+26,200	New	+$3.33M	0.06%	318

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

Brinker Capital Investments's AVLR Position: Q3 2022 in Review

Brinker Capital Investments sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 32,539 shares — an estimated $2.3M sold.

Brinker Capital Investments first reported a position in AVLR in Q3 2020 and held it in 7 quarters. The position peaked at $11.2M in Q4 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Brinker Capital Investments reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Brinker Capital Investments sold 32,539 Avalara, Inc. shares in Q3 2022, an estimated $2.3M.
Brinker Capital Investments first reported a position in Avalara, Inc. in Q3 2020 and held it in 7 quarters.
Brinker Capital Investments's Avalara, Inc. position peaked at $11.2M in Q4 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Brinker Capital Investments's 13F filing for Q3 2022, filed 1 Nov 2022.