CWP
AVLR

Concord Wealth Partners’s Avalara, Inc. AVLR Stock Holding History

Concord Wealth Partners’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
-54
Closed -$4K – 1269
2022
Q2 		$4K Hold
54
– – ﹤0.01% 911
2022
Q1 		$5K Hold
54
– – ﹤0.01% 936
2021
Q4 		$7K Hold
54
– – ﹤0.01% 888
2021
Q3 		$9K Hold
54
– – ﹤0.01% 492
2021
Q2 		$9K Buy
54
+47
+671% +$6.55K ﹤0.01% 650
2021
Q1 		$1K Buy
+7
New +$1.08K ﹤0.01% 984

Other funds holding AVLR

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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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Concord Wealth Partners's AVLR Position: Q3 2022 in Review

Concord Wealth Partners sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 54 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in AVLR in Q1 2021 and held it in 6 quarters. The position peaked at $9K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Concord Wealth Partners reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 54 Avalara, Inc. shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Avalara, Inc. in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Avalara, Inc. position peaked at $9K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.