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
-6,249
-58% -$633K ﹤0.01% 811
2021
Q4 		$1.43M Sell
10,749
-20,073
-65% -$3.13M ﹤0.01% 682
2021
Q3 		$5.39M Buy
30,822
+19,776
+179% +$3.4M 0.01% 473
2021
Q2 		$1.79M Buy
11,046
+5,109
+86% +$712K ﹤0.01% 612
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% 441
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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return