JP Morgan Private Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

JP Morgan Private Wealth Advisors’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	-7,178	Closed	-$507K	–	2005
2022 Q2	$507K	Sell	7,178 -1,739	-20%	-$143K	﹤0.01%	1449
2022 Q1	$887K	Sell	8,917 -1,846	-17%	-$187K	﹤0.01%	1274
2021 Q4	$1.39M	Sell	10,763 -871	-7%	-$136K	﹤0.01%	1083
2021 Q3	$2.03M	Buy	11,634 +249	+2%	+$42.8K	0.01%	896
2021 Q2	$1.84M	Buy	11,385 +7,875	+224%	+$1.1M	﹤0.01%	914
2021 Q1	$468K	Sell	3,510 -28,375	-89%	-$4.38M	﹤0.01%	1340
2020 Q4	$5.26M	Buy	31,885 +16,697	+110%	+$2.67M	0.02%	464
2020 Q3	$1.93M	Buy	+15,188	New	+$1.93M	0.01%	659

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AVLR Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 7,178 shares — an estimated $507K sold.

JP Morgan Private Wealth Advisors first reported a position in AVLR in Q3 2020 and held it in 8 quarters. The position peaked at $5.26M in Q4 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

JP Morgan Private Wealth Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 7,178 Avalara, Inc. shares in Q3 2022, an estimated $507K.
JP Morgan Private Wealth Advisors first reported a position in Avalara, Inc. in Q3 2020 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Avalara, Inc. position peaked at $5.26M in Q4 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.