MG
AVLR

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

Meritage Group’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
Q3 		– Sell
-2,060,932
Closed -$146M – 53
2022
Q2 		$146M Buy
2,060,932
+225,887
+12% +$18.6M 4.2% 11
2022
Q1 		$183M Buy
+1,835,045
New +$186M 2.84% 14

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $111M AUM 205.39% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Meritage Group's AVLR Position: Q3 2022 in Review

Meritage Group sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 2,060,932 shares — an estimated $146M sold.

Meritage Group first reported a position in AVLR in Q1 2022 and held it in 2 quarters. The position peaked at $183M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Meritage Group reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Meritage Group sold 2,060,932 Avalara, Inc. shares in Q3 2022, an estimated $146M.
  • Meritage Group first reported a position in Avalara, Inc. in Q1 2022 and held it in 2 quarters.
  • Meritage Group's Avalara, Inc. position peaked at $183M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Meritage Group's 13F filing for Q3 2022, filed 14 Nov 2022.