EFS
AVLR

Econ Financial Services’s Avalara, Inc. AVLR Stock Holding History

Econ Financial Services’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
-29
Closed -$3K – 162
2022
Q1 		$3K Hold
29
– – ﹤0.01% 139
2021
Q4 		$4K Buy
+29
New +$4.53K ﹤0.01% 165

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Econ Financial Services's AVLR Position: Q2 2022 in Review

Econ Financial Services sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 29 shares — an estimated $3K sold.

Econ Financial Services first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Econ Financial Services reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Econ Financial Services sold 29 Avalara, Inc. shares in Q2 2022, an estimated $3K.
  • Econ Financial Services first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
  • Econ Financial Services's Avalara, Inc. position peaked at $4K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.