Cresset Asset Management’s Avalara, Inc. AVLR Stock Holding History

Cresset Asset 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	-3,558	Closed	-$460K	–	1187
2021 Q4	$460K	Buy	3,558 +1,938	+120%	+$303K	﹤0.01%	729
2021 Q3	$283K	Buy	+1,620	New	+$279K	﹤0.01%	873

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Cresset Asset Management's AVLR Position: Q1 2022 in Review

Cresset Asset Management sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 3,558 shares — an estimated $460K sold.

Cresset Asset Management first reported a position in AVLR in Q3 2021 and held it in 2 quarters. The position peaked at $460K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Cresset Asset Management reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Cresset Asset Management sold 3,558 Avalara, Inc. shares in Q1 2022, an estimated $460K.
Cresset Asset Management first reported a position in Avalara, Inc. in Q3 2021 and held it in 2 quarters.
Cresset Asset Management's Avalara, Inc. position peaked at $460K in Q4 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Cresset Asset Management's 13F filing for Q1 2022, filed 16 May 2022.