JPMorgan Chase & Co’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,767,653
| Closed | -$162M | – | 6288 |
|
|
2022
Q3 | $162M | Buy |
1,767,653
+1,617,448
| +1,077% | +$148M | 0.02% | 520 |
|
|
2022
Q2 | $10.6M | Buy |
150,205
+26,724
| +22% | +$1.89M | ﹤0.01% | 1845 |
|
|
2022
Q1 | $12.3M | Buy |
123,481
+26,845
| +28% | +$2.67M | ﹤0.01% | 1877 |
|
|
2021
Q4 | $12.5M | Sell |
96,636
-658,089
| -87% | -$85M | ﹤0.01% | 1927 |
|
|
2021
Q3 | $132M | Sell |
754,725
-489,144
| -39% | -$85.5M | 0.02% | 695 |
|
|
2021
Q2 | $201M | Sell |
1,243,869
-246,755
| -17% | -$39.9M | 0.02% | 566 |
|
|
2021
Q1 | $199M | Buy |
1,490,624
+1,192,584
| +400% | +$159M | 0.03% | 537 |
|
|
2020
Q4 | $49.1M | Sell |
298,040
-253,818
| -46% | -$41.9M | 0.01% | 984 |
|
|
2020
Q3 | $72.5M | Buy |
551,858
+68,167
| +14% | +$8.96M | 0.01% | 758 |
|
|
2020
Q2 | $64.4M | Sell |
483,691
-162,271
| -25% | -$21.6M | 0.01% | 751 |
|
|
2020
Q1 | $48.2M | Sell |
645,962
-213,951
| -25% | -$16M | 0.01% | 754 |
|
|
2019
Q4 | $63M | Buy |
859,913
+295,385
| +52% | +$21.6M | 0.01% | 769 |
|
|
2019
Q3 | $38M | Buy |
564,528
+451,829
| +401% | +$30.4M | 0.01% | 991 |
|
|
2019
Q2 | $8M | Buy |
112,699
+84,600
| +301% | +$6.01M | ﹤0.01% | 1869 |
|
|
2019
Q1 | $1.57M | Buy |
28,099
+14,747
| +110% | +$823K | ﹤0.01% | 2785 |
|
|
2018
Q4 | $415K | Buy |
13,352
+10,231
| +328% | +$318K | ﹤0.01% | 3470 |
|
|
2018
Q3 | $109K | Buy |
3,121
+1,751
| +128% | +$61.2K | ﹤0.01% | 4084 |
|
|
2018
Q2 | $73K | Buy |
+1,370
| New | +$73K | ﹤0.01% | 4188 |
|