O'Shaughnessy Asset Management’s Avalara, Inc. AVLR Stock Holding History

O'Shaughnessy 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 Q4	–	Sell	-1,201	Closed	-$210K	–	2728
2021 Q3	$210K	Buy	1,201 +195	+19%	+$33.5K	﹤0.01%	1024
2021 Q2	$163K	Buy	1,006 +182	+22%	+$25.4K	﹤0.01%	1125
2021 Q1	$110K	Sell	824 -77	-9%	-$11.9K	﹤0.01%	1158
2020 Q4	$149K	Buy	901 +861	+2,153%	+$138K	﹤0.01%	944
2020 Q3	$5K	Buy	+40	New	+$5.08K	﹤0.01%	1500

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

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

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

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

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

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

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

O'Shaughnessy Asset Management's AVLR Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,201 shares — an estimated $210K sold.

O'Shaughnessy Asset Management first reported a position in AVLR in Q3 2020 and held it in 5 quarters. The position peaked at $210K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 1,201 Avalara, Inc. shares in Q4 2021, an estimated $210K.
O'Shaughnessy Asset Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 5 quarters.
O'Shaughnessy Asset Management's Avalara, Inc. position peaked at $210K in Q3 2021.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.