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

Capital Research Global 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 Q3	–	Sell	-614,522	Closed	-$43.4M	–	451
2022 Q2	$43.4M	Buy	614,522 +13,489	+2%	+$1.11M	0.01%	338
2022 Q1	$59.8M	Sell	601,033 -86,100	-13%	-$8.73M	0.01%	348
2021 Q4	$88.7M	Sell	687,133 -151,385	-18%	-$23.6M	0.02%	330
2021 Q3	$147M	Buy	838,518 +82	+0%	+$14.1K	0.03%	277
2021 Q2	$136M	Sell	838,436 -54,697	-6%	-$7.62M	0.03%	275
2021 Q1	$119M	Sell	893,133 -283,242	-24%	-$43.7M	0.03%	291
2020 Q4	$194M	Buy	1,176,375 +362	+0%	+$57.9K	0.05%	249
2020 Q3	$150M	Sell	1,176,013 -63,883	-5%	-$8.11M	0.05%	239
2020 Q2	$165M	Buy	1,239,896 +511,313	+70%	+$50.3M	0.05%	223
2020 Q1	$54.4M	Buy	+728,583	New	+$59.4M	0.02%	283

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital Research Global Investors's AVLR Position: Q3 2022 in Review

Capital Research Global Investors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 614,522 shares — an estimated $43.4M sold.

Capital Research Global Investors first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $194M in Q4 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Capital Research Global Investors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Capital Research Global Investors sold 614,522 Avalara, Inc. shares in Q3 2022, an estimated $43.4M.
Capital Research Global Investors first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Capital Research Global Investors's Avalara, Inc. position peaked at $194M in Q4 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Capital Research Global Investors's 13F filing for Q3 2022, filed 14 Nov 2022.