CWS
AVLR

Confluence Wealth Services’s Avalara, Inc. AVLR Stock Holding History

Confluence Wealth 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
-169
Closed -$21K – 1280
2021
Q4 		$21K Buy
+169
New +$26.4K 0.01% 721

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

Confluence Wealth Services's AVLR Position: Q1 2022 in Review

Confluence Wealth Services sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 169 shares — an estimated $21K sold.

Confluence Wealth Services first reported a position in AVLR in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • Confluence Wealth Services reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 169 Avalara, Inc. shares in Q1 2022, an estimated $21K.
  • Confluence Wealth Services first reported a position in Avalara, Inc. in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Avalara, Inc. position peaked at $21K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.