Dorsey & Whitney Trust’s Avalara, Inc. AVLR Stock Holding History

Dorsey & Whitney Trust’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	-4,153	Closed	-$292K	–	578
2022 Q2	$292K	Buy	4,153 +70	+2%	+$5.75K	0.03%	400
2022 Q1	$406K	Buy	4,083 +892	+28%	+$90.4K	0.04%	342
2021 Q4	$412K	Buy	3,191 +1,066	+50%	+$166K	0.03%	338
2021 Q3	$372K	Hold	2,125	–	–	0.03%	347
2021 Q2	$344K	Hold	2,125	–	–	0.03%	367
2021 Q1	$283K	Buy	2,125 +310	+17%	+$47.8K	0.03%	401
2020 Q4	$299K	Hold	1,815	–	–	0.03%	343
2020 Q3	$231K	Sell	1,815 -119	-6%	-$15.1K	0.03%	362
2020 Q2	$257K	Buy	+1,934	New	+$190K	0.04%	340
2019 Q2	–	Sell	-5,894	Closed	-$329K	–	436
2019 Q1	$329K	Buy	+5,894	New	+$274K	0.05%	267

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

Dorsey & Whitney Trust's AVLR Position: Q3 2022 in Review

Dorsey & Whitney Trust sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 4,153 shares — an estimated $292K sold.

Dorsey & Whitney Trust first reported a position in AVLR in Q1 2019 and held it in 10 quarters. The position peaked at $412K in Q4 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Dorsey & Whitney Trust reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Dorsey & Whitney Trust sold 4,153 Avalara, Inc. shares in Q3 2022, an estimated $292K.
Dorsey & Whitney Trust first reported a position in Avalara, Inc. in Q1 2019 and held it in 10 quarters.
Dorsey & Whitney Trust's Avalara, Inc. position peaked at $412K in Q4 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2022, filed 14 Nov 2022.