Lee Capital Holdings’s Avalara, Inc. AVLR Stock Holding History

Lee Capital Holdings’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	-8,835	Closed	-$1.14M	–	78
2021 Q4	$1.14M	Buy	+8,835	New	+$1.38M	0.6%	48
2021 Q2	–	Sell	-9,375	Closed	-$1.25M	–	98
2021 Q1	$1.25M	Buy	+9,375	New	+$1.45M	0.55%	54

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 $34.1B AUM 20.22% 1-Year Est. Return

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

Lee Capital Holdings's AVLR Position: Q1 2022 in Review

Lee Capital Holdings sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 8,835 shares — an estimated $1.14M sold.

Lee Capital Holdings first reported a position in AVLR in Q1 2021 and held it in 2 quarters. The position peaked at $1.25M in Q1 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Lee Capital Holdings reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Lee Capital Holdings sold 8,835 Avalara, Inc. shares in Q1 2022, an estimated $1.14M.
Lee Capital Holdings first reported a position in Avalara, Inc. in Q1 2021 and held it in 2 quarters.
Lee Capital Holdings's Avalara, Inc. position peaked at $1.25M in Q1 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Lee Capital Holdings's 13F filing for Q1 2022, filed 16 May 2022.