OTL
AVLR

Oak Thistle LLC’s Avalara, Inc. AVLR Stock Holding History

Oak Thistle LLC’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
-5,227
Closed -$520K – 451
2022
Q1 		$520K Buy
5,227
+3,144
+151% +$319K 0.27% 156
2021
Q4 		$269K Buy
+2,083
New +$325K 0.21% 224

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Janus Henderson Group
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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

Oak Thistle LLC's AVLR Position: Q2 2022 in Review

Oak Thistle LLC sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 5,227 shares — an estimated $520K sold.

Oak Thistle LLC first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $520K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Oak Thistle LLC reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Oak Thistle LLC sold 5,227 Avalara, Inc. shares in Q2 2022, an estimated $520K.
  • Oak Thistle LLC first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
  • Oak Thistle LLC's Avalara, Inc. position peaked at $520K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Oak Thistle LLC's 13F filing for Q2 2022, filed 1 Aug 2022.