Icon Wealth Partners’s Avalara, Inc. AVLR Stock Holding History

Icon Wealth Partners’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	$629K	Sell	8,911 -2,164	-20%	-$178K	0.08%	178
2022 Q1	$1.1M	Buy	11,075 +3,735	+51%	+$379K	0.11%	143
2021 Q4	$948K	Sell	7,340 -1,271	-15%	-$198K	0.1%	152
2021 Q3	$1.5M	Buy	8,611 +441	+5%	+$75.8K	0.16%	137
2021 Q2	$1.32M	Buy	8,170 +3,627	+80%	+$506K	0.14%	134
2021 Q1	$606K	Buy	4,543 +1,005	+28%	+$155K	0.08%	187
2020 Q4	$583K	Buy	3,538 +805	+29%	+$129K	0.09%	159
2020 Q3	$348K	Buy	+2,733	New	+$347K	0.07%	179

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Icon Wealth Partners's AVLR Position: Q2 2022 in Review

Icon Wealth Partners reduced its Avalara, Inc. (AVLR) stake by 20% in Q2 2022, selling an estimated $178K and leaving 8,911 shares worth $629K. The position accounts for 0.08% of the portfolio, ranked #178.

Icon Wealth Partners first reported a position in AVLR in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.5M in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Icon Wealth Partners held 8,911 shares of Avalara, Inc. worth $629K as of Q2 2022.
Icon Wealth Partners sold 2,164 Avalara, Inc. shares in Q2 2022, an estimated $178K.
Avalara, Inc. made up 0.08% of Icon Wealth Partners's portfolio in Q2 2022, its #178 holding.
Icon Wealth Partners first reported a position in Avalara, Inc. in Q3 2020 and has held it in 8 quarters since.
Icon Wealth Partners's Avalara, Inc. position peaked at $1.5M in Q3 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.