Capital Asset Advisory Services’s Avalara, Inc. AVLR Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-1,699	Closed	-$219K	–	645
2021 Q4	$219K	Buy	1,699 +55	+3%	+$8.59K	0.02%	377
2021 Q3	$287K	Buy	1,644 +48	+3%	+$8.25K	0.03%	350
2021 Q2	$258K	Buy	+1,596	New	+$222K	0.03%	386

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Capital Asset Advisory Services's AVLR Position: Q1 2022 in Review

Capital Asset Advisory Services sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,699 shares — an estimated $219K sold.

Capital Asset Advisory Services first reported a position in AVLR in Q2 2021 and held it in 3 quarters. The position peaked at $287K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Capital Asset Advisory Services reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 1,699 Avalara, Inc. shares in Q1 2022, an estimated $219K.
Capital Asset Advisory Services first reported a position in Avalara, Inc. in Q2 2021 and held it in 3 quarters.
Capital Asset Advisory Services's Avalara, Inc. position peaked at $287K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Capital Asset Advisory Services's 13F filing for Q1 2022, filed 29 Apr 2022.