Capital International Investors’s Avalara, Inc. AVLR Stock Holding History

Capital International Investors’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	-150,987	Closed	-$19.5M	–	490
2021 Q4	$19.5M	Buy	150,987 +28	+0%	+$4.37K	﹤0.01%	406
2021 Q3	$26.4M	Sell	150,959 -56	-0%	-$9.63K	0.01%	391
2021 Q2	$24.4M	Buy	151,015 +237	+0.2%	+$33K	0.01%	397
2021 Q1	$20.1M	Buy	150,778 +44	+0%	+$6.79K	0.01%	389
2020 Q4	$24.9M	Buy	150,734 +51	+0%	+$8.16K	0.01%	376
2020 Q3	$19.2M	Buy	150,683 +131,500	+686%	+$16.7M	0.01%	374
2020 Q2	$2.55M	Buy	+19,183	New	+$1.89M	﹤0.01%	397

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $37.4B AUM 35.42% 1-Year Est. Return

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

Capital International Investors's AVLR Position: Q1 2022 in Review

Capital International Investors sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 150,987 shares — an estimated $19.5M sold.

Capital International Investors first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $26.4M in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Capital International Investors reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Capital International Investors sold 150,987 Avalara, Inc. shares in Q1 2022, an estimated $19.5M.
Capital International Investors first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
Capital International Investors's Avalara, Inc. position peaked at $26.4M in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Capital International Investors's 13F filing for Q1 2022, filed 16 May 2022.