Brown Advisory’s Avalara, Inc. AVLR Stock Holding History

Brown Advisory’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	-6,213	Closed	-$438K	–	1180
2022 Q2	$438K	Buy	6,213 +947	+18%	+$77.9K	﹤0.01%	875
2022 Q1	$524K	Buy	5,266 +630	+14%	+$63.9K	﹤0.01%	846
2021 Q4	$599K	Hold	4,636	–	–	﹤0.01%	833
2021 Q3	$810K	Sell	4,636 -555	-11%	-$95.4K	﹤0.01%	740
2021 Q2	$840K	Hold	5,191	–	–	﹤0.01%	743
2021 Q1	$693K	Buy	5,191 +1,554	+43%	+$240K	﹤0.01%	788
2020 Q4	$600K	Buy	+3,637	New	+$582K	﹤0.01%	753
2019 Q2	–	Sell	-27,213	Closed	-$1.52M	–	1315
2019 Q1	$1.52M	Buy	+27,213	New	+$1.26M	﹤0.01%	707

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

Brown Advisory's AVLR Position: Q3 2022 in Review

Brown Advisory sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 6,213 shares — an estimated $438K sold.

Brown Advisory first reported a position in AVLR in Q1 2019 and held it in 8 quarters. The position peaked at $1.52M in Q1 2019. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Brown Advisory reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Brown Advisory sold 6,213 Avalara, Inc. shares in Q3 2022, an estimated $438K.
Brown Advisory first reported a position in Avalara, Inc. in Q1 2019 and held it in 8 quarters.
Brown Advisory's Avalara, Inc. position peaked at $1.52M in Q1 2019.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Brown Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.