MBT
AVLR

Montecito Bank & Trust’s Avalara, Inc. AVLR Stock Holding History

Montecito Bank & Trust’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
-1,672
Closed -$216K – 280
2021
Q4 		$216K Hold
1,672
– – 0.04% 255
2021
Q3 		$292K Hold
1,672
– – 0.06% 226
2021
Q2 		$271K Hold
1,672
– – 0.05% 233
2021
Q1 		$223K Hold
1,672
– – 0.05% 230
2020
Q4 		$276K Hold
1,672
– – 0.06% 212
2020
Q3 		$213K Hold
1,672
– – 0.05% 192
2020
Q2 		$223K Buy
+1,672
New +$164K 0.06% 188

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

Montecito Bank & Trust's AVLR Position: Q1 2022 in Review

Montecito Bank & Trust sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,672 shares — an estimated $216K sold.

Montecito Bank & Trust first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $292K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • Montecito Bank & Trust reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • Montecito Bank & Trust sold 1,672 Avalara, Inc. shares in Q1 2022, an estimated $216K.
  • Montecito Bank & Trust first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
  • Montecito Bank & Trust's Avalara, Inc. position peaked at $292K in Q3 2021.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Montecito Bank & Trust's 13F filing for Q1 2022, filed 22 Apr 2022.