GC
AVLR

Guggenheim Capital’s Avalara, Inc. AVLR Stock Holding History

Guggenheim Capital’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
-2,053
Closed -$204K – 2170
2022
Q1 		$204K Sell
2,053
-929
-31% -$94.2K ﹤0.01% 2045
2021
Q4 		$385K Buy
+2,982
New +$466K ﹤0.01% 1784

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

Guggenheim Capital's AVLR Position: Q2 2022 in Review

Guggenheim Capital sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,053 shares — an estimated $204K sold.

Guggenheim Capital first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $385K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Guggenheim Capital reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Guggenheim Capital sold 2,053 Avalara, Inc. shares in Q2 2022, an estimated $204K.
  • Guggenheim Capital first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
  • Guggenheim Capital's Avalara, Inc. position peaked at $385K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Guggenheim Capital's 13F filing for Q2 2022, filed 15 Aug 2022.