Onex Canada Asset Management’s Avalara, Inc. AVLR Stock Holding History

Onex Canada Asset Management’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
2021 Q2	–	Sell	-1,500	Closed	-$200K	–	210
2021 Q1	$200K	Hold	1,500	–	–	0.01%	190
2020 Q4	$247K	Buy	+1,500	New	+$240K	0.02%	121
2020 Q3	–	Sell	-1,500	Closed	-$200K	–	138
2020 Q2	$200K	Buy	+1,500	New	+$147K	0.01%	121

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Onex Canada Asset Management's AVLR Position: Q2 2021 in Review

Onex Canada Asset Management sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 1,500 shares — an estimated $200K sold.

Onex Canada Asset Management first reported a position in AVLR in Q2 2020 and held it in 3 quarters. The position peaked at $247K in Q4 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

Onex Canada Asset Management reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
Onex Canada Asset Management sold 1,500 Avalara, Inc. shares in Q2 2021, an estimated $200K.
Onex Canada Asset Management first reported a position in Avalara, Inc. in Q2 2020 and held it in 3 quarters.
Onex Canada Asset Management's Avalara, Inc. position peaked at $247K in Q4 2020.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Onex Canada Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.