FinTrust Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

FinTrust Capital 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	-130	Closed	-$12K	–	1307
2022 Q2	$12K	Buy	130 +27	+26%	+$2.22K	﹤0.01%	851
2022 Q1	$10K	Sell	103 -7	-6%	-$710	﹤0.01%	960
2021 Q4	$14K	Buy	110 +3	+3%	+$468	﹤0.01%	852
2021 Q3	$19K	Sell	107 -3	-3%	-$516	0.01%	758
2021 Q2	$18K	Buy	110 +4	+4%	+$558	﹤0.01%	788
2021 Q1	$14K	Buy	106 +1	+1%	+$154	﹤0.01%	816
2020 Q4	$17K	Hold	105	–	–	0.01%	718
2020 Q3	$13	Buy	105 +78	+289%	+$9.91K	﹤0.01%	745
2020 Q2	$4K	Sell	27 -14	-34%	-$1.38K	﹤0.01%	868
2020 Q1	$3K	Hold	41	–	–	﹤0.01%	978
2019 Q4	$3K	Sell	41 -18	-31%	-$1.31K	﹤0.01%	969
2019 Q3	$4K	Buy	59 +13	+28%	+$1.05K	﹤0.01%	926
2019 Q2	$3K	Buy	46 +10	+28%	+$646	﹤0.01%	934
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	1145
2018 Q4	$1K	Buy	+36	New	+$1.16K	﹤0.01%	1259

Other funds holding AVLR

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FinTrust Capital Advisors's AVLR Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 130 shares — an estimated $12K sold.

FinTrust Capital Advisors first reported a position in AVLR in Q4 2018 and held it in 15 quarters. The position peaked at $19K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

FinTrust Capital Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 130 Avalara, Inc. shares in Q3 2022, an estimated $12K.
FinTrust Capital Advisors first reported a position in Avalara, Inc. in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's Avalara, Inc. position peaked at $19K in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.