Cullen/Frost Bankers’s Avalara, Inc. AVLR Stock Holding History

Cullen/Frost Bankers’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	-535	Closed	-$38K	–	1226
2022 Q2	$38K	Sell	535 -26	-5%	-$2.14K	﹤0.01%	751
2022 Q1	$56K	Buy	561 +305	+119%	+$30.9K	﹤0.01%	726
2021 Q4	$33K	Hold	256	–	–	﹤0.01%	828
2021 Q3	$45K	Hold	256	–	–	﹤0.01%	788
2021 Q2	$41K	Buy	+256	New	+$35.7K	﹤0.01%	825

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Cullen/Frost Bankers's AVLR Position: Q3 2022 in Review

Cullen/Frost Bankers sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 535 shares — an estimated $38K sold.

Cullen/Frost Bankers first reported a position in AVLR in Q2 2021 and held it in 5 quarters. The position peaked at $56K in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Cullen/Frost Bankers reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Cullen/Frost Bankers sold 535 Avalara, Inc. shares in Q3 2022, an estimated $38K.
Cullen/Frost Bankers first reported a position in Avalara, Inc. in Q2 2021 and held it in 5 quarters.
Cullen/Frost Bankers's Avalara, Inc. position peaked at $56K in Q1 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Cullen/Frost Bankers's 13F filing for Q3 2022, filed 7 Nov 2022.