Franklin Resources’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-282,816
| Closed | -$26M | – | 2420 |
|
|
2022
Q3 | $26M | Sell |
282,816
-3,002,774
| -91% | -$269M | 0.01% | 711 |
|
|
2022
Q2 | $232M | Sell |
3,285,590
-934,218
| -22% | -$76.8M | 0.12% | 209 |
|
|
2022
Q1 | $420M | Buy |
4,219,808
+107,337
| +3% | +$10.9M | 0.17% | 154 |
|
|
2021
Q4 | $531M | Buy |
4,112,471
+529,818
| +15% | +$82.7M | 0.19% | 138 |
|
|
2021
Q3 | $626M | Buy |
3,582,653
+216,484
| +6% | +$37.2M | 0.24% | 113 |
|
|
2021
Q2 | $545M | Buy |
3,366,169
+146,189
| +5% | +$20.4M | 0.21% | 130 |
|
|
2021
Q1 | $430M | Buy |
3,219,980
+360,554
| +13% | +$55.6M | 0.17% | 154 |
|
|
2020
Q4 | $471M | Buy |
2,859,426
+654,704
| +30% | +$105M | 0.2% | 131 |
|
|
2020
Q3 | $281M | Buy |
2,204,722
+586,069
| +36% | +$74.4M | 0.14% | 188 |
|
|
2020
Q2 | $205M | Buy |
1,618,653
+1,016,970
| +169% | +$100M | 0.11% | 231 |
|
|
2020
Q1 | $44.9M | Buy |
601,683
+576,387
| +2,279% | +$47M | 0.03% | 489 |
|
|
2019
Q4 | $1.85M | Buy |
+25,296
| New | +$1.84M | ﹤0.01% | 1188 |
|
|
2018
Q4 | – | Sell |
-114,400
| Closed | -$4M | – | 1544 |
|
|
2018
Q3 | $4M | Sell |
114,400
-201,400
| -64% | -$8.34M | ﹤0.01% | 1098 |
|
|
2018
Q2 | $16.8M | Buy |
+315,800
| New | +$15M | 0.01% | 816 |
|
Other funds holding AVLR
Franklin Resources's AVLR Position: Q4 2022 in Review
Franklin Resources sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 282,816 shares — an estimated $26M sold.
Franklin Resources first reported a position in AVLR in Q2 2018 and held it in 14 quarters. The position peaked at $626M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.
- Franklin Resources reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
- Franklin Resources sold 282,816 Avalara, Inc. shares in Q4 2022, an estimated $26M.
- Franklin Resources first reported a position in Avalara, Inc. in Q2 2018 and held it in 14 quarters.
- Franklin Resources's Avalara, Inc. position peaked at $626M in Q3 2021.
- 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.
Based on Franklin Resources's 13F filing for Q4 2022, filed 10 Feb 2023.