FAG
AVLR

Fortitude Advisory Group’s Avalara, Inc. AVLR Stock Holding History

Fortitude Advisory Group’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
-60
Closed -$6K – 1426
2022
Q1 		$6K Hold
60
– – ﹤0.01% 1142
2021
Q4 		$8K Buy
+60
New +$9.37K ﹤0.01% 1112

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

Fortitude Advisory Group's AVLR Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 60 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 60 Avalara, Inc. shares in Q2 2022, an estimated $6K.
  • Fortitude Advisory Group first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Avalara, Inc. position peaked at $8K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.