CCM
AVLR

Coldstream Capital Management’s Avalara, Inc. AVLR Stock Holding History

Coldstream Capital Management’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
-1,773
Closed -$229K – 889
2021
Q4 		$229K Buy
+1,773
New +$277K 0.01% 732

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Coldstream Capital Management's AVLR Position: Q1 2022 in Review

Coldstream Capital Management sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,773 shares — an estimated $229K sold.

Coldstream Capital Management first reported a position in AVLR in Q4 2021 and held it in 1 quarter. The position peaked at $229K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • Coldstream Capital Management reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • Coldstream Capital Management sold 1,773 Avalara, Inc. shares in Q1 2022, an estimated $229K.
  • Coldstream Capital Management first reported a position in Avalara, Inc. in Q4 2021 and held it in 1 quarter.
  • Coldstream Capital Management's Avalara, Inc. position peaked at $229K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Coldstream Capital Management's 13F filing for Q1 2022, filed 11 May 2022.