Meritage Group’s Avalara, Inc. AVLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,060,932
Closed -$146M 52
2022
Q2
$146M Buy
2,060,932
+225,887
+12% +$15.9M 4.2% 11
2022
Q1
$183M Buy
+1,835,045
New +$183M 2.84% 13