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

IMA 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 Q2	–	Sell	-39	Closed	-$4K	–	341
2022 Q1	$4K	Hold	39	–	–	﹤0.01%	279
2021 Q4	$5K	Hold	39	–	–	﹤0.01%	285
2021 Q3	$7K	Hold	39	–	–	﹤0.01%	246
2021 Q2	$6K	Hold	39	–	–	﹤0.01%	253
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	264
2020 Q4	$6K	Hold	39	–	–	﹤0.01%	249
2020 Q3	$5K	Buy	+39	New	+$4.95K	﹤0.01%	235

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

IMA Advisory Services's AVLR Position: Q2 2022 in Review

IMA Advisory Services sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 39 shares — an estimated $4K sold.

IMA Advisory Services first reported a position in AVLR in Q3 2020 and held it in 7 quarters. The position peaked at $7K in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

IMA Advisory Services reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
IMA Advisory Services sold 39 Avalara, Inc. shares in Q2 2022, an estimated $4K.
IMA Advisory Services first reported a position in Avalara, Inc. in Q3 2020 and held it in 7 quarters.
IMA Advisory Services's Avalara, Inc. position peaked at $7K in Q3 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on IMA Advisory Services's 13F filing for Q2 2022, filed 18 Aug 2022.