Parametric Portfolio Associates’s Avalara, Inc. AVLR Stock Holding History

Parametric Portfolio Associates’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 Q1	$10.6M	Buy	106,027 +25,322	+31%	+$2.57M	0.01%	1316
2021 Q4	$10.4M	Sell	80,705 -3,338	-4%	-$521K	0.01%	1346
2021 Q3	$14.7M	Buy	84,043 +12,261	+17%	+$2.11M	0.01%	1105
2021 Q2	$11.6M	Buy	71,782 +3,987	+6%	+$556K	0.01%	1270
2021 Q1	$9.05M	Sell	67,795 -122	-0.2%	-$18.8K	0.01%	1751
2020 Q4	$11.2M	Sell	67,917 -56,862	-46%	-$9.1M	0.01%	1485
2020 Q3	$15.9M	Buy	124,779 +31,251	+33%	+$3.97M	0.01%	1050
2020 Q2	$12.4M	Sell	93,528 -5,948	-6%	-$585K	0.01%	1213
2020 Q1	$7.42M	Sell	99,476 -76,579	-43%	-$6.24M	0.01%	1461
2019 Q4	$12.9M	Buy	176,055 +32,884	+23%	+$2.39M	0.01%	1302
2019 Q3	$9.63M	Sell	143,171 -8,727	-6%	-$706K	0.01%	1484
2019 Q2	$11M	Buy	151,898 +8,210	+6%	+$530K	0.01%	1385
2019 Q1	$8.02M	Buy	+143,688	New	+$6.67M	0.01%	1591

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

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

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Alkeon Capital Management

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