Highland Capital Management (Tennessee)’s Avalara, Inc. AVLR Stock Holding History

Highland Capital Management (Tennessee)’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	–	Sell	-11,638	Closed	-$822K	–	339
2022 Q2	$822K	Sell	11,638 -800	-6%	-$65.8K	0.06%	233
2022 Q1	$1.24M	Buy	+12,438	New	+$1.26M	0.07%	218
2020 Q2	–	Sell	-13,526	Closed	-$1.01M	–	337
2020 Q1	$1.01M	Buy	13,526 +1,467	+12%	+$120K	0.1%	195
2019 Q4	$883K	Buy	+12,059	New	+$876K	0.06%	233

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Highland Capital Management (Tennessee)'s AVLR Position: Q3 2022 in Review

Highland Capital Management (Tennessee) sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 11,638 shares — an estimated $822K sold.

Highland Capital Management (Tennessee) first reported a position in AVLR in Q4 2019 and held it in 4 quarters. The position peaked at $1.24M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Highland Capital Management (Tennessee) reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Highland Capital Management (Tennessee) sold 11,638 Avalara, Inc. shares in Q3 2022, an estimated $822K.
Highland Capital Management (Tennessee) first reported a position in Avalara, Inc. in Q4 2019 and held it in 4 quarters.
Highland Capital Management (Tennessee)'s Avalara, Inc. position peaked at $1.24M in Q1 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q3 2022, filed 10 Nov 2022.