Dimensional Fund Advisors
AVLR

Dimensional Fund Advisors’s Avalara, Inc. AVLR Stock Holding History

Dimensional Fund Advisors’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 		$19.4M Buy
211,546
+11,901
+6% +$1.07M 0.01% 1849
2022
Q2 		$14.1M Buy
199,645
+8,204
+4% +$675K 0.01% 2048
2022
Q1 		$19.1M Buy
191,441
+15,139
+9% +$1.53M 0.01% 1991
2021
Q4 		$22.8M Buy
176,302
+10,651
+6% +$1.66M 0.01% 1911
2021
Q3 		$29M Sell
165,651
-9,560
-5% -$1.64M 0.01% 1799
2021
Q2 		$28.4M Sell
175,211
-3,654
-2% -$509K 0.01% 1877
2021
Q1 		$23.9M Buy
178,865
+22,317
+14% +$3.44M 0.01% 1950
2020
Q4 		$25.8M Buy
156,548
+299
+0.2% +$47.8K 0.01% 1843
2020
Q3 		$19.9M Buy
156,249
+7,358
+5% +$935K 0.01% 1853
2020
Q2 		$19.8M Buy
148,891
+4,869
+3% +$479K 0.01% 1875
2020
Q1 		$10.8M Buy
144,022
+23,837
+20% +$1.94M 0.01% 2086
2019
Q4 		$8.8M Buy
120,185
+24,882
+26% +$1.81M ﹤0.01% 2395
2019
Q3 		$6.41M Buy
95,303
+57,089
+149% +$4.62M ﹤0.01% 2511
2019
Q2 		$2.76M Buy
+38,214
New +$2.47M ﹤0.01% 2817

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors's AVLR Position: Q3 2022 in Review

Dimensional Fund Advisors increased its Avalara, Inc. (AVLR) stake by 6% in Q3 2022, buying an estimated $1.07M and bringing the position to 211,546 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #1849.

Dimensional Fund Advisors first reported a position in AVLR in Q2 2019 and has held it in 14 quarters since. The position peaked at $29M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Dimensional Fund Advisors held 211,546 shares of Avalara, Inc. worth $19.4M as of Q3 2022.
  • Dimensional Fund Advisors bought 11,901 Avalara, Inc. shares in Q3 2022, an estimated $1.07M.
  • Avalara, Inc. made up 0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #1849 holding.
  • Dimensional Fund Advisors first reported a position in Avalara, Inc. in Q2 2019 and has held it in 14 quarters since.
  • Dimensional Fund Advisors's Avalara, Inc. position peaked at $29M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.