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

IEQ 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
2021 Q4	–	Sell	-1,725	Closed	-$302K	–	766
2021 Q3	$302K	Buy	+1,725	New	+$297K	0.01%	552
2020 Q2	–	Sell	-4,285	Closed	-$320K	–	407
2020 Q1	$320K	Buy	4,285 +1,065	+33%	+$86.8K	0.03%	265
2019 Q4	$236K	Buy	+3,220	New	+$234K	0.02%	356

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

IEQ Capital's AVLR Position: Q4 2021 in Review

IEQ Capital sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,725 shares — an estimated $302K sold.

IEQ Capital first reported a position in AVLR in Q4 2019 and held it in 3 quarters. The position peaked at $320K in Q1 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

IEQ Capital reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
IEQ Capital sold 1,725 Avalara, Inc. shares in Q4 2021, an estimated $302K.
IEQ Capital first reported a position in Avalara, Inc. in Q4 2019 and held it in 3 quarters.
IEQ Capital's Avalara, Inc. position peaked at $320K in Q1 2020.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on IEQ Capital's 13F filing for Q4 2021, filed 31 Jan 2022.