ClearBridge Investments’s Avalara, Inc. AVLR Stock Holding History

ClearBridge Investments’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	-739,222	Closed	-$52.2M	–	775
2022 Q2	$52.2M	Buy	739,222 +222,829	+43%	+$18.3M	0.05%	308
2022 Q1	$51.4M	Sell	516,393 -23	-0%	-$2.33K	0.04%	343
2021 Q4	$66.7M	Buy	516,416 +206,525	+67%	+$32.2M	0.05%	310
2021 Q3	$54.2M	Buy	309,891 +8,947	+3%	+$1.54M	0.04%	335
2021 Q2	$48.7M	Buy	+300,944	New	+$41.9M	0.03%	371

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

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

ClearBridge Investments's AVLR Position: Q3 2022 in Review

ClearBridge Investments sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 739,222 shares — an estimated $52.2M sold.

ClearBridge Investments first reported a position in AVLR in Q2 2021 and held it in 5 quarters. The position peaked at $66.7M in Q4 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

ClearBridge Investments reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
ClearBridge Investments sold 739,222 Avalara, Inc. shares in Q3 2022, an estimated $52.2M.
ClearBridge Investments first reported a position in Avalara, Inc. in Q2 2021 and held it in 5 quarters.
ClearBridge Investments's Avalara, Inc. position peaked at $66.7M in Q4 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on ClearBridge Investments's 13F filing for Q3 2022, filed 14 Nov 2022.