Merriman Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Merriman Wealth Management’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	-1,998	Closed	-$258K	–	241
2021 Q4	$258K	Hold	1,998	–	–	0.02%	187
2021 Q3	$349K	Hold	1,998	–	–	0.03%	160
2021 Q2	$323K	Sell	1,998 -515	-20%	-$71.8K	0.03%	177
2021 Q1	$335K	Sell	2,513 -1,253	-33%	-$193K	0.04%	149
2020 Q4	$621K	Hold	3,766	–	–	0.07%	132
2020 Q3	$480K	Buy	+3,766	New	+$478K	0.07%	107

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

Merriman Wealth Management's AVLR Position: Q1 2022 in Review

Merriman Wealth Management sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,998 shares — an estimated $258K sold.

Merriman Wealth Management first reported a position in AVLR in Q3 2020 and held it in 6 quarters. The position peaked at $621K in Q4 2020. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Merriman Wealth Management reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 1,998 Avalara, Inc. shares in Q1 2022, an estimated $258K.
Merriman Wealth Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 6 quarters.
Merriman Wealth Management's Avalara, Inc. position peaked at $621K in Q4 2020.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.