DDD Partners’s Avalara, Inc. AVLR Stock Holding History

DDD Partners’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	-48,050	Closed	-$3.39M	–	95
2022 Q2	$3.39M	Buy	+48,050	New	+$3.95M	0.59%	32
2022 Q1	–	Sell	-46,431	Closed	-$6M	–	85
2021 Q4	$6M	Buy	46,431 +1,500	+3%	+$234K	0.82%	40
2021 Q3	$7.85M	Buy	44,931 +374	+0.8%	+$64.3K	1.17%	35
2021 Q2	$7.21M	Buy	+44,557	New	+$6.21M	1.1%	37

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

DDD Partners's AVLR Position: Q3 2022 in Review

DDD Partners sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 48,050 shares — an estimated $3.39M sold.

DDD Partners first reported a position in AVLR in Q2 2021 and held it in 4 quarters. The position peaked at $7.85M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

DDD Partners reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
DDD Partners sold 48,050 Avalara, Inc. shares in Q3 2022, an estimated $3.39M.
DDD Partners first reported a position in Avalara, Inc. in Q2 2021 and held it in 4 quarters.
DDD Partners's Avalara, Inc. position peaked at $7.85M in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on DDD Partners's 13F filing for Q3 2022, filed 9 Nov 2022.