HBK Sorce Advisory’s Avalara, Inc. AVLR Stock Holding History

HBK Sorce 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
2021 Q4	–	Sell	-1,738	Closed	-$304K	–	629
2021 Q3	$304K	Sell	1,738 -226	-12%	-$38.9K	0.02%	436
2021 Q2	$318K	Buy	1,964 +5	+0.3%	+$697	0.02%	435
2021 Q1	$261K	Buy	1,959 +219	+13%	+$33.8K	0.02%	434
2020 Q4	$287K	Sell	1,740 -816	-32%	-$131K	0.02%	390
2020 Q3	$325K	Buy	2,556 +101	+4%	+$12.8K	0.02%	337
2020 Q2	$327K	Buy	+2,455	New	+$241K	0.02%	313

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

HBK Sorce Advisory's AVLR Position: Q4 2021 in Review

HBK Sorce Advisory sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,738 shares — an estimated $304K sold.

HBK Sorce Advisory first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $327K in Q2 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

HBK Sorce Advisory reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
HBK Sorce Advisory sold 1,738 Avalara, Inc. shares in Q4 2021, an estimated $304K.
HBK Sorce Advisory first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
HBK Sorce Advisory's Avalara, Inc. position peaked at $327K in Q2 2020.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on HBK Sorce Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.