DAM
AVLR

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-293,390
Closed -$37.4M 11
2020
Q3
$37.4M Buy
293,390
+6,252
+2% +$796K 5.55% 9
2020
Q2
$38.2M Sell
287,138
-404,171
-58% -$53.8M 6.18% 8
2020
Q1
$51.6M Sell
691,309
-540,305
-44% -$40.3M 13.02% 4
2019
Q4
$90.2M Buy
1,231,614
+283,200
+30% +$20.7M 17.75% 2
2019
Q3
$63.8M Sell
948,414
-144,858
-13% -$9.75M 14.98% 2
2019
Q2
$78.9M Buy
+1,093,272
New +$78.9M 17.64% 2