Parcion Private Wealth’s Avalara, Inc. AVLR Stock Holding History

Parcion Private Wealth’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	–	Sell	-47,121	Closed	-$5.16M	–	215
2021 Q4	$5.16M	Buy	47,121 +9,146	+24%	+$1.43M	0.47%	53
2021 Q3	$6.56M	Buy	37,975 +5,030	+15%	+$865K	0.58%	44
2021 Q2	$5.33M	Sell	32,945 -3,601	-10%	-$502K	0.53%	52
2021 Q1	$4.88M	Buy	36,546 +34,996	+2,258%	+$5.4M	0.55%	52
2020 Q4	$256K	Hold	1,550	–	–	0.03%	168
2020 Q3	$203K	Hold	1,550	–	–	0.03%	175
2020 Q2	$207K	Buy	+1,550	New	+$152K	0.04%	173

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

ESCM

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

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

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

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

Parcion Private Wealth's AVLR Position: Q1 2022 in Review

Parcion Private Wealth sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 47,121 shares — an estimated $5.16M sold.

Parcion Private Wealth first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $6.56M in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Parcion Private Wealth reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Parcion Private Wealth sold 47,121 Avalara, Inc. shares in Q1 2022, an estimated $5.16M.
Parcion Private Wealth first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
Parcion Private Wealth's Avalara, Inc. position peaked at $6.56M in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Parcion Private Wealth's 13F filing for Q1 2022, filed 6 May 2022.