OC
AVLR

Oppenheimer & Co’s Avalara, Inc. AVLR Stock Holding History

Oppenheimer & Co’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
-2,851
Closed -$283K – 1568
2022
Q1 		$283K Buy
2,851
+935
+49% +$94.8K 0.01% 1224
2021
Q4 		$248K Buy
1,916
+126
+7% +$19.7K ﹤0.01% 1308
2021
Q3 		$313K Buy
1,790
+218
+14% +$37.5K 0.01% 1211
2021
Q2 		$254K Buy
+1,572
New +$219K ﹤0.01% 1329
2019
Q1 		– Sell
-6,529
Closed -$203K – 1400
2018
Q4 		$203K Buy
6,529
+324
+5% +$10.5K 0.01% 1098
2018
Q3 		$217K Buy
+6,205
New +$257K 0.01% 1194

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Oppenheimer & Co's AVLR Position: Q2 2022 in Review

Oppenheimer & Co sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,851 shares — an estimated $283K sold.

Oppenheimer & Co first reported a position in AVLR in Q3 2018 and held it in 6 quarters. The position peaked at $313K in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Oppenheimer & Co reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 2,851 Avalara, Inc. shares in Q2 2022, an estimated $283K.
  • Oppenheimer & Co first reported a position in Avalara, Inc. in Q3 2018 and held it in 6 quarters.
  • Oppenheimer & Co's Avalara, Inc. position peaked at $313K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Oppenheimer & Co's 13F filing for Q2 2022, filed 8 Aug 2022.