GIA
AVLR

Gladstone Institutional Advisory’s Avalara, Inc. AVLR Stock Holding History

Gladstone Institutional Advisory’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
-2,051
Closed -$204K – 752
2022
Q1 		$204K Buy
+2,051
New +$208K 0.01% 668

Other funds holding AVLR

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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

Gladstone Institutional Advisory's AVLR Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,051 shares — an estimated $204K sold.

Gladstone Institutional Advisory first reported a position in AVLR in Q1 2022 and held it in 1 quarter. The position peaked at $204K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,051 Avalara, Inc. shares in Q2 2022, an estimated $204K.
  • Gladstone Institutional Advisory first reported a position in Avalara, Inc. in Q1 2022 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Avalara, Inc. position peaked at $204K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.