Capital Fund Management (CFM)
AVLR

Capital Fund Management (CFM)’s Avalara, Inc. AVLR Stock Holding History

Capital Fund Management (CFM)’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
-43,984
Closed -$4.38M – 1728
2022
Q1 		$4.38M Sell
43,984
-34,684
-44% -$3.52M 0.04% 626
2021
Q4 		$10.2M Buy
78,668
+45,862
+140% +$7.16M 0.07% 369
2021
Q3 		$5.73M Sell
32,806
-9,780
-23% -$1.68M 0.04% 539
2021
Q2 		$6.89M Buy
42,586
+17,314
+69% +$2.41M 0.05% 447
2021
Q1 		$3.37M Buy
25,272
+8,673
+52% +$1.34M 0.04% 553
2020
Q4 		$2.74M Buy
+16,599
New +$2.66M 0.03% 677

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Fund Management (CFM)'s AVLR Position: Q2 2022 in Review

Capital Fund Management (CFM) sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 43,984 shares — an estimated $4.38M sold.

Capital Fund Management (CFM) first reported a position in AVLR in Q4 2020 and held it in 6 quarters. The position peaked at $10.2M in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Capital Fund Management (CFM) reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 43,984 Avalara, Inc. shares in Q2 2022, an estimated $4.38M.
  • Capital Fund Management (CFM) first reported a position in Avalara, Inc. in Q4 2020 and held it in 6 quarters.
  • Capital Fund Management (CFM)'s Avalara, Inc. position peaked at $10.2M in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2022, filed 12 Aug 2022.