Occudo Quantitative Strategies’s Avalara, Inc. AVLR Stock Holding History

Occudo Quantitative Strategies’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	-22,201	Closed	-$1.57M	–	1506
2022 Q2	$1.57M	Buy	22,201 +10,340	+87%	+$850K	0.13%	246
2022 Q1	$1.18M	Buy	11,861 +6,747	+132%	+$684K	0.1%	333
2021 Q4	$660K	Buy	+5,114	New	+$798K	0.06%	510
2021 Q3	–	Sell	-2,869	Closed	-$464K	–	1203
2021 Q2	$464K	Sell	2,869 -7,479	-72%	-$1.04M	0.07%	453
2021 Q1	$1.38M	Buy	+10,348	New	+$1.6M	0.3%	76

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Occudo Quantitative Strategies's AVLR Position: Q3 2022 in Review

Occudo Quantitative Strategies sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 22,201 shares — an estimated $1.57M sold.

Occudo Quantitative Strategies first reported a position in AVLR in Q1 2021 and held it in 5 quarters. The position peaked at $1.57M in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Occudo Quantitative Strategies reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Occudo Quantitative Strategies sold 22,201 Avalara, Inc. shares in Q3 2022, an estimated $1.57M.
Occudo Quantitative Strategies first reported a position in Avalara, Inc. in Q1 2021 and held it in 5 quarters.
Occudo Quantitative Strategies's Avalara, Inc. position peaked at $1.57M in Q2 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2022, filed 14 Nov 2022.