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

Conway 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 Q2	–	Sell	-2,875	Closed	-$286K	–	63
2022 Q1	$286K	Sell	2,875 -1,065	-27%	-$108K	0.18%	45
2021 Q4	$509K	Buy	3,940 +695	+21%	+$108K	0.3%	36
2021 Q3	$567K	Buy	3,245 +175	+6%	+$30.1K	0.38%	39
2021 Q2	$497K	Sell	3,070 -575	-16%	-$80.1K	0.34%	43
2021 Q1	$486K	Sell	3,645 -860	-19%	-$133K	0.36%	50
2020 Q4	$743K	Buy	+4,505	New	+$721K	0.54%	36

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Conway Capital Management's AVLR Position: Q2 2022 in Review

Conway Capital Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,875 shares — an estimated $286K sold.

Conway Capital Management first reported a position in AVLR in Q4 2020 and held it in 6 quarters. The position peaked at $743K in Q4 2020. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Conway Capital Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Conway Capital Management sold 2,875 Avalara, Inc. shares in Q2 2022, an estimated $286K.
Conway Capital Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 6 quarters.
Conway Capital Management's Avalara, Inc. position peaked at $743K in Q4 2020.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Conway Capital Management's 13F filing for Q2 2022, filed 3 Dec 2024.