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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-139,943
Closed -$12.8M 4129
2022
Q3
$12.8M Sell
139,943
-180,989
-56% -$16.6M 0.01% 1012
2022
Q2
$22.7M Sell
320,932
-4,841
-1% -$342K 0.01% 731
2022
Q1
$32.4M Buy
325,773
+59,793
+22% +$5.95M 0.02% 645
2021
Q4
$34.3M Buy
265,980
+8,225
+3% +$1.06M 0.02% 619
2021
Q3
$45M Buy
257,755
+15,065
+6% +$2.63M 0.02% 490
2021
Q2
$39.3M Buy
242,690
+108,506
+81% +$17.6M 0.02% 524
2021
Q1
$17.9M Buy
134,184
+26,099
+24% +$3.48M 0.01% 765
2020
Q4
$17.8M Buy
108,085
+26,015
+32% +$4.29M 0.01% 662
2020
Q3
$10.5M Buy
82,070
+67,394
+459% +$8.58M 0.01% 797
2020
Q2
$1.95M Sell
14,676
-2,195
-13% -$292K ﹤0.01% 1587
2020
Q1
$1.26M Buy
16,871
+3,861
+30% +$288K ﹤0.01% 1682
2019
Q4
$953K Buy
13,010
+2,043
+19% +$150K ﹤0.01% 2060
2019
Q3
$738K Buy
10,967
+6,316
+136% +$425K ﹤0.01% 2145
2019
Q2
$336K Buy
+4,651
New +$336K ﹤0.01% 2585