FourThought Financial’s Avalara, Inc. AVLR Stock Holding History

FourThought Financial’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	$21K	Sell	224 -4,754	-96%	-$426K	﹤0.01%	855
2022 Q2	$351K	Buy	4,978 +2,226	+81%	+$183K	0.05%	237
2022 Q1	$274K	Buy	2,752 +2,256	+455%	+$229K	0.03%	288
2021 Q4	$64K	Buy	496 +4	+0.8%	+$624	0.01%	601
2021 Q3	$85K	Buy	492 +11	+2%	+$1.89K	0.01%	532
2021 Q2	$77K	Sell	481 -6	-1%	-$836	0.01%	574
2021 Q1	$64K	Sell	487 -20	-4%	-$3.08K	0.01%	623
2020 Q4	$83K	Buy	+507	New	+$81.1K	0.01%	533

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

FourThought Financial's AVLR Position: Q3 2022 in Review

FourThought Financial reduced its Avalara, Inc. (AVLR) stake by 96% in Q3 2022, selling an estimated $426K and leaving 224 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

FourThought Financial first reported a position in AVLR in Q4 2020 and has held it in 8 quarters since. The position peaked at $351K in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

FourThought Financial held 224 shares of Avalara, Inc. worth $21K as of Q3 2022.
FourThought Financial sold 4,754 Avalara, Inc. shares in Q3 2022, an estimated $426K.
Avalara, Inc. made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #855 holding.
FourThought Financial first reported a position in Avalara, Inc. in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Avalara, Inc. position peaked at $351K in Q2 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.