JF
AVLR

Jump Financial’s Avalara, Inc. AVLR Stock Holding History

Jump Financial’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
-57,388
Closed -$4.05M – 2133
2022
Q2 		$4.05M Buy
57,388
+14,467
+34% +$1.19M 0.17% 158
2022
Q1 		$4.27M Buy
42,921
+24,665
+135% +$2.5M 0.18% 90
2021
Q4 		$2.36M Buy
+18,256
New +$2.85M 0.15% 171
2021
Q2 		– Sell
-11,834
Closed -$1.58M – 1497
2021
Q1 		$1.58M Buy
11,834
+8,583
+264% +$1.32M 0.15% 152
2020
Q4 		$536K Buy
+3,251
New +$520K 0.09% 361

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

Jump Financial's AVLR Position: Q3 2022 in Review

Jump Financial sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 57,388 shares — an estimated $4.05M sold.

Jump Financial first reported a position in AVLR in Q4 2020 and held it in 5 quarters. The position peaked at $4.27M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Jump Financial reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Jump Financial sold 57,388 Avalara, Inc. shares in Q3 2022, an estimated $4.05M.
  • Jump Financial first reported a position in Avalara, Inc. in Q4 2020 and held it in 5 quarters.
  • Jump Financial's Avalara, Inc. position peaked at $4.27M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Jump Financial's 13F filing for Q3 2022, filed 7 Nov 2022.