FA
AVLR

FDx Advisors’s Avalara, Inc. AVLR Stock Holding History

FDx Advisors’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
-10,473
Closed -$739K – 830
2022
Q2 		$739K Sell
10,473
-1,261
-11% -$104K 0.03% 377
2022
Q1 		$1.17M Buy
11,734
+3,627
+45% +$368K 0.04% 302
2021
Q4 		$1.05M Sell
8,107
-1,319
-14% -$206K 0.03% 351
2021
Q3 		$1.65M Buy
9,426
+417
+5% +$71.7K 0.05% 242
2021
Q2 		$1.46M Buy
9,009
+4,380
+95% +$610K 0.05% 252
2021
Q1 		$618K Buy
4,629
+725
+19% +$112K 0.02% 411
2020
Q4 		$644K Buy
3,904
+673
+21% +$108K 0.03% 367
2020
Q3 		$411K Buy
+3,231
New +$410K 0.02% 424

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
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FDx Advisors's AVLR Position: Q3 2022 in Review

FDx Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 10,473 shares — an estimated $739K sold.

FDx Advisors first reported a position in AVLR in Q3 2020 and held it in 8 quarters. The position peaked at $1.65M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • FDx Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • FDx Advisors sold 10,473 Avalara, Inc. shares in Q3 2022, an estimated $739K.
  • FDx Advisors first reported a position in Avalara, Inc. in Q3 2020 and held it in 8 quarters.
  • FDx Advisors's Avalara, Inc. position peaked at $1.65M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.