Janney Montgomery Scott
AVLR

Janney Montgomery Scott’s Avalara, Inc. AVLR Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-20,401
Closed -$1.45M – 2641
2022
Q2 		$1.45M Sell
20,401
-702
-3% -$57.7K 0.01% 1075
2022
Q1 		$2.1M Buy
21,103
+6,258
+42% +$634K 0.01% 895
2021
Q4 		$1.92M Buy
14,845
+479
+3% +$74.8K 0.01% 1002
2021
Q3 		$2.51M Buy
14,366
+627
+5% +$108K 0.01% 844
2021
Q2 		$2.22M Buy
13,739
+10,812
+369% +$1.51M 0.01% 892
2021
Q1 		$391K Sell
2,927
-60
-2% -$9.25K ﹤0.01% 1699
2020
Q4 		$493K Sell
2,987
-300
-9% -$48K ﹤0.01% 1578
2020
Q3 		$419K Buy
+3,287
New +$417K ﹤0.01% 1524

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Janney Montgomery Scott's AVLR Position: Q3 2022 in Review

Janney Montgomery Scott sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 20,401 shares — an estimated $1.45M sold.

Janney Montgomery Scott first reported a position in AVLR in Q3 2020 and held it in 8 quarters. The position peaked at $2.51M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Janney Montgomery Scott reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Janney Montgomery Scott sold 20,401 Avalara, Inc. shares in Q3 2022, an estimated $1.45M.
  • Janney Montgomery Scott first reported a position in Avalara, Inc. in Q3 2020 and held it in 8 quarters.
  • Janney Montgomery Scott's Avalara, Inc. position peaked at $2.51M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Janney Montgomery Scott's 13F filing for Q3 2022, filed 25 Oct 2022.