DZ Bank
AVLR

DZ Bank’s Avalara, Inc. AVLR Stock Holding History

DZ Bank’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
Q2 		– Sell
-4,500
Closed -$448K – 1091
2022
Q1 		$448K Sell
4,500
-16,998
-79% -$1.72M ﹤0.01% 814
2021
Q4 		$2.87M Sell
21,498
-9,324
-30% -$1.46M ﹤0.01% 683
2021
Q3 		$5.39M Buy
30,822
+19,776
+179% +$3.4M 0.01% 479
2021
Q2 		$1.79M Buy
11,046
+5,109
+86% +$712K ﹤0.01% 617
2021
Q1 		$792K Sell
5,937
-19,237
-76% -$2.97M ﹤0.01% 660
2020
Q4 		$4.29M Buy
25,174
+9,796
+64% +$1.57M 0.01% 447
2020
Q3 		$1.96M Buy
15,378
+14,419
+1,504% +$1.83M ﹤0.01% 487
2020
Q2 		$128K Buy
+959
New +$94.3K ﹤0.01% 704

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DZ Bank's AVLR Position: Q2 2022 in Review

DZ Bank sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 4,500 shares — an estimated $448K sold.

DZ Bank first reported a position in AVLR in Q2 2020 and held it in 8 quarters. The position peaked at $5.39M in Q3 2021. 392 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • DZ Bank reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • DZ Bank sold 4,500 Avalara, Inc. shares in Q2 2022, an estimated $448K.
  • DZ Bank first reported a position in Avalara, Inc. in Q2 2020 and held it in 8 quarters.
  • DZ Bank's Avalara, Inc. position peaked at $5.39M in Q3 2021.
  • 392 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on DZ Bank's 13F filing for Q2 2022, filed 15 Aug 2022.