OCM
AVLR

Oribel Capital Management’s Avalara, Inc. AVLR Stock Holding History

Oribel Capital 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
Q4 		– Sell
-13,500
Closed -$2.36M – 212
2021
Q3 		$2.36M Sell
13,500
-2,400
-15% -$413K 0.1% 130
2021
Q2 		$2.57M Buy
15,900
+9,300
+141% +$1.3M 0.15% 90
2021
Q1 		$880K Sell
6,600
-30,500
-82% -$4.7M 0.06% 133
2020
Q4 		$6.12M Buy
+37,100
New +$5.94M 0.79% 41

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Oribel Capital Management's AVLR Position: Q4 2021 in Review

Oribel Capital Management sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 13,500 shares — an estimated $2.36M sold.

Oribel Capital Management first reported a position in AVLR in Q4 2020 and held it in 4 quarters. The position peaked at $6.12M in Q4 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Oribel Capital Management reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Oribel Capital Management sold 13,500 Avalara, Inc. shares in Q4 2021, an estimated $2.36M.
  • Oribel Capital Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 4 quarters.
  • Oribel Capital Management's Avalara, Inc. position peaked at $6.12M in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Oribel Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.