Nisa Investment Advisors
AVLR

Nisa Investment Advisors’s Avalara, Inc. AVLR Stock Holding History

Nisa Investment 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
-2,400
Closed -$239K – 2555
2022
Q1 		$239K Buy
+2,400
New +$243K ﹤0.01% 1313
2021
Q4 		– Sell
-200
Closed -$35 – 2356
2021
Q3 		$35 Buy
+200
New +$34.4K ﹤0.01% 2001
2021
Q1 		– Sell
-600
Closed -$99K – 2328
2020
Q4 		$99K Buy
+600
New +$96K ﹤0.01% 1729

Other funds holding AVLR

Vanguard Group
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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

Nisa Investment Advisors's AVLR Position: Q2 2022 in Review

Nisa Investment Advisors sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,400 shares — an estimated $239K sold.

Nisa Investment Advisors first reported a position in AVLR in Q4 2020 and held it in 3 quarters. The position peaked at $239K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Nisa Investment Advisors reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 2,400 Avalara, Inc. shares in Q2 2022, an estimated $239K.
  • Nisa Investment Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 3 quarters.
  • Nisa Investment Advisors's Avalara, Inc. position peaked at $239K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Nisa Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.