Mercer Global Advisors
AVLR

Mercer Global Advisors’s Avalara, Inc. AVLR Stock Holding History

Mercer Global Advisors’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
Q2 		– Sell
-2,616
Closed -$260K – 1947
2022
Q1 		$260K Buy
2,616
+394
+18% +$39.9K ﹤0.01% 1585
2021
Q4 		$287K Buy
2,222
+271
+14% +$42.3K ﹤0.01% 1494
2021
Q3 		$341K Sell
1,951
-28
-1% -$4.82K ﹤0.01% 1371
2021
Q2 		$320K Buy
1,979
+142
+8% +$19.8K ﹤0.01% 1357
2021
Q1 		$245K Buy
1,837
+8
+0.4% +$1.23K ﹤0.01% 1400
2020
Q4 		$302K Buy
+1,829
New +$293K ﹤0.01% 1066

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mercer Global Advisors's AVLR Position: Q2 2022 in Review

Mercer Global Advisors sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,616 shares — an estimated $260K sold.

Mercer Global Advisors first reported a position in AVLR in Q4 2020 and held it in 6 quarters. The position peaked at $341K in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Mercer Global Advisors reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Mercer Global Advisors sold 2,616 Avalara, Inc. shares in Q2 2022, an estimated $260K.
  • Mercer Global Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 6 quarters.
  • Mercer Global Advisors's Avalara, Inc. position peaked at $341K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Mercer Global Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.