Janiczek Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Janiczek Wealth Management’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	-104	Closed	-$13K	–	1102
2021 Q4	$13K	Sell	104 -28	-21%	-$4.37K	﹤0.01%	561
2021 Q3	$23K	Buy	132 +28	+27%	+$4.82K	0.01%	436
2021 Q2	$17K	Sell	104 -28	-21%	-$3.9K	0.01%	467
2021 Q1	$18K	Sell	132 -21	-14%	-$3.24K	0.01%	427
2020 Q4	$25K	Buy	153 +133	+665%	+$21.3K	0.01%	315
2020 Q3	$3K	Buy	+20	New	+$2.54K	﹤0.01%	488

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 $34.1B AUM 20.22% 1-Year Est. Return

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

Janiczek Wealth Management's AVLR Position: Q1 2022 in Review

Janiczek Wealth Management sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 104 shares — an estimated $13K sold.

Janiczek Wealth Management first reported a position in AVLR in Q3 2020 and held it in 6 quarters. The position peaked at $25K in Q4 2020. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Janiczek Wealth Management reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Janiczek Wealth Management sold 104 Avalara, Inc. shares in Q1 2022, an estimated $13K.
Janiczek Wealth Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 6 quarters.
Janiczek Wealth Management's Avalara, Inc. position peaked at $25K in Q4 2020.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.