LF
AVLR

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

Lee 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
Q1 		– Sell
-25
Closed -$3K – 1001
2021
Q4 		$3K Buy
25
+14
+127% +$2.19K ﹤0.01% 695
2021
Q3 		$2K Hold
11
– – ﹤0.01% 660
2021
Q2 		$2K Buy
+11
New +$1.53K ﹤0.01% 642

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Lee Financial's AVLR Position: Q1 2022 in Review

Lee Financial sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 25 shares — an estimated $3K sold.

Lee Financial first reported a position in AVLR in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • Lee Financial reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 25 Avalara, Inc. shares in Q1 2022, an estimated $3K.
  • Lee Financial first reported a position in Avalara, Inc. in Q2 2021 and held it in 3 quarters.
  • Lee Financial's Avalara, Inc. position peaked at $3K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.