Olympiad Research’s Avalara, Inc. AVLR Stock Holding History

Olympiad Research’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	$2.5M	Buy	+27,209	New	+$2.44M	1.34%	19
2020 Q4	–	Sell	-2,455	Closed	-$313K	–	378
2020 Q3	$313K	Buy	+2,455	New	+$312K	0.16%	156
2020 Q2	–	Sell	-6,017	Closed	-$449K	–	425
2020 Q1	$449K	Buy	6,017 +3,028	+101%	+$247K	0.45%	43
2019 Q4	$219K	Buy	+2,989	New	+$217K	0.17%	188

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

Olympiad Research's AVLR Position: Q3 2022 in Review

Olympiad Research opened a new position in Avalara, Inc. (AVLR) in Q3 2022: 27,209 shares worth $2.5M. The stake represents 1.34% of the portfolio and ranks #19 among its holdings. This is a return to the name: Olympiad Research previously reported a position in AVLR as recently as Q3 2020.

Olympiad Research first reported a position in AVLR in Q4 2019 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Olympiad Research held 27,209 shares of Avalara, Inc. worth $2.5M as of Q3 2022.
Avalara, Inc. was a new Olympiad Research position in Q3 2022.
Avalara, Inc. made up 1.34% of Olympiad Research's portfolio in Q3 2022, its #19 holding.
Olympiad Research first reported a position in Avalara, Inc. in Q4 2019 and has held it in 4 quarters since.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Olympiad Research's 13F filing for Q3 2022, filed 7 Nov 2022.