Ken Fisher’s Avalara, Inc. AVLR Stock Holding History

Ken Fisher’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	-3,326	Closed	-$429K	–	1025
2021 Q4	$429K	Buy	+3,326	New	+$519K	﹤0.01%	789

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 $37.4B AUM 35.42% 1-Year Est. Return

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

Ken Fisher's AVLR Position: Q1 2022 in Review

Ken Fisher sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 3,326 shares — an estimated $429K sold.

Ken Fisher first reported a position in AVLR in Q4 2021 and held it in 1 quarter. The position peaked at $429K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Ken Fisher reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Ken Fisher sold 3,326 Avalara, Inc. shares in Q1 2022, an estimated $429K.
Ken Fisher first reported a position in Avalara, Inc. in Q4 2021 and held it in 1 quarter.
Ken Fisher's Avalara, Inc. position peaked at $429K in Q4 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

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