Fortis Capital Management’s Avalara, Inc. AVLR Stock Holding History

Fortis Capital Management’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	-2,107	Closed	-$210K	–	102
2022 Q1	$210K	Buy	+2,107	New	+$214K	0.11%	85
2021 Q4	–	Sell	-9,167	Closed	-$1.6M	–	115
2021 Q3	$1.6M	Buy	+9,167	New	+$1.58M	0.85%	54
2021 Q2	–	Sell	-13,502	Closed	-$1.8M	–	140
2021 Q1	$1.8M	Buy	+13,502	New	+$2.08M	1.04%	65
2020 Q2	–	Sell	-21,000	Closed	-$1.57M	–	71
2020 Q1	$1.57M	Buy	+21,000	New	+$1.71M	4.65%	6

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Fortis Capital Management's AVLR Position: Q2 2022 in Review

Fortis Capital Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,107 shares — an estimated $210K sold.

Fortis Capital Management first reported a position in AVLR in Q1 2020 and held it in 4 quarters. The position peaked at $1.8M in Q1 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Fortis Capital Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Fortis Capital Management sold 2,107 Avalara, Inc. shares in Q2 2022, an estimated $210K.
Fortis Capital Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 4 quarters.
Fortis Capital Management's Avalara, Inc. position peaked at $1.8M in Q1 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Fortis Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.