D.E. Shaw & Co’s Avalara, Inc. AVLR Stock Holding History

D.E. Shaw & Co’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 Q4	–	Sell	-35,000	Closed	-$3.21M	–	5560
2022 Q3	$3.21M	Hold	35,000	–	–	﹤0.01%	2561
2022 Q2	$2.47M	Sell	35,000 -22,900	-40%	-$1.88M	﹤0.01%	2887
2022 Q1	$5.76M	Buy	57,900 +25,000	+76%	+$2.53M	0.01%	2152
2021 Q4	$4.25M	Buy	32,900 +20,000	+155%	+$3.12M	﹤0.01%	2565
2021 Q3	$2.25M	Buy	+12,900	New	+$2.22M	﹤0.01%	2931
2021 Q2	–	Sell	-10,000	Closed	-$1.33M	–	5134
2021 Q1	$1.33M	Hold	10,000	–	–	﹤0.01%	2885
2020 Q4	$1.65M	Buy	+10,000	New	+$1.6M	﹤0.01%	2674
2020 Q1	–	Sell	-10,000	Closed	-$733K	–	4380
2019 Q4	$733K	Hold	10,000	–	–	﹤0.01%	3196
2019 Q3	$673K	Buy	+10,000	New	+$809K	﹤0.01%	3064

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

D.E. Shaw & Co's AVLR Position: Q3 2022 in Review

D.E. Shaw & Co sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 62,197 shares — an estimated $5.57M sold.

D.E. Shaw & Co first reported a position in AVLR in Q4 2018 and held it in 15 quarters. The position peaked at $90.2M in Q4 2019. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

D.E. Shaw & Co reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
D.E. Shaw & Co sold 62,197 Avalara, Inc. shares in Q3 2022, an estimated $5.57M.
D.E. Shaw & Co first reported a position in Avalara, Inc. in Q4 2018 and held it in 15 quarters.
D.E. Shaw & Co's Avalara, Inc. position peaked at $90.2M in Q4 2019.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on D.E. Shaw & Co's 13F filing for Q3 2022, filed 14 Nov 2022.