Cambridge Investment Research Advisors’s Avalara, Inc. AVLR Stock Holding History

Cambridge Investment Research Advisors’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	-2,051	Closed	-$204K	–	3268
2022 Q1	$204K	Buy	2,051 +90	+5%	+$9.12K	﹤0.01%	2857
2021 Q4	$253K	Buy	+1,961	New	+$306K	﹤0.01%	2690
2021 Q3	–	Sell	-3,128	Closed	-$506K	–	3247
2021 Q2	$506K	Sell	3,128 -564	-15%	-$78.6K	﹤0.01%	2053
2021 Q1	$493K	Buy	3,692 +1,574	+74%	+$243K	﹤0.01%	1916
2020 Q4	$349K	Buy	+2,118	New	+$339K	﹤0.01%	2025
2018 Q4	–	Sell	-6,030	Closed	-$211K	–	2317
2018 Q3	$211K	Sell	6,030 -2,820	-32%	-$117K	﹤0.01%	2023
2018 Q2	$472K	Buy	+8,850	New	+$421K	0.01%	1427

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 $37.4B AUM 35.42% 1-Year Est. Return

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

Cambridge Investment Research Advisors's AVLR Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,051 shares — an estimated $204K sold.

Cambridge Investment Research Advisors first reported a position in AVLR in Q2 2018 and held it in 7 quarters. The position peaked at $506K in Q2 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Cambridge Investment Research Advisors reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 2,051 Avalara, Inc. shares in Q2 2022, an estimated $204K.
Cambridge Investment Research Advisors first reported a position in Avalara, Inc. in Q2 2018 and held it in 7 quarters.
Cambridge Investment Research Advisors's Avalara, Inc. position peaked at $506K in Q2 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.