Hummer Financial Advisory Services’s Avalara, Inc. AVLR Stock Holding History

Hummer Financial Advisory Services’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 Q1	–	Sell	-1,600	Closed	-$207K	–	107
2021 Q4	$207K	Hold	1,600	–	–	0.17%	102
2021 Q3	$280K	Hold	1,600	–	–	0.26%	86
2021 Q2	$259K	Hold	1,600	–	–	0.24%	91
2021 Q1	$213K	Hold	1,600	–	–	0.21%	100
2020 Q4	$264K	Hold	1,600	–	–	0.28%	82
2020 Q3	$204K	Hold	1,600	–	–	0.24%	91
2020 Q2	$213K	Buy	+1,600	New	+$157K	0.27%	84

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Hummer Financial Advisory Services's AVLR Position: Q1 2022 in Review

Hummer Financial Advisory Services sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,600 shares — an estimated $207K sold.

Hummer Financial Advisory Services first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $280K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Hummer Financial Advisory Services reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Hummer Financial Advisory Services sold 1,600 Avalara, Inc. shares in Q1 2022, an estimated $207K.
Hummer Financial Advisory Services first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
Hummer Financial Advisory Services's Avalara, Inc. position peaked at $280K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Hummer Financial Advisory Services's 13F filing for Q1 2022, filed 11 Apr 2022.