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

Capital Investment 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	-1,935	Closed	-$250K	–	889
2021 Q4	$250K	Hold	1,935	–	–	0.03%	416
2021 Q3	$338K	Buy	1,935 +100	+5%	+$17.2K	0.04%	336
2021 Q2	$297K	Sell	1,835 -100	-5%	-$13.9K	0.04%	372
2021 Q1	$258K	Hold	1,935	–	–	0.04%	363
2020 Q4	$319K	Buy	+1,935	New	+$310K	0.05%	323

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

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

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

Capital Investment Advisory Services sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,935 shares — an estimated $250K sold.

Capital Investment Advisory Services first reported a position in AVLR in Q4 2020 and held it in 5 quarters. The position peaked at $338K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Capital Investment Advisory Services reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Capital Investment Advisory Services sold 1,935 Avalara, Inc. shares in Q1 2022, an estimated $250K.
Capital Investment Advisory Services first reported a position in Avalara, Inc. in Q4 2020 and held it in 5 quarters.
Capital Investment Advisory Services's Avalara, Inc. position peaked at $338K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.