Parnassus Investments’s Avalara, Inc. AVLR Stock Holding History

Parnassus Investments’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 Q4	–	Sell	-348,679	Closed	-$32M	–	149
2022 Q3	$32M	Sell	348,679 -1,588,911	-82%	-$142M	0.08%	99
2022 Q2	$137M	Buy	1,937,590 +66,514	+4%	+$5.47M	0.33%	68
2022 Q1	$186M	Buy	1,871,076 +346,268	+23%	+$35.1M	0.38%	58
2021 Q4	$197M	Buy	1,524,808 +1,350,471	+775%	+$211M	0.38%	59
2021 Q3	$30.5M	Hold	174,337	–	–	0.06%	108
2021 Q2	$28.2M	Buy	174,337 +28,160	+19%	+$3.92M	0.06%	106
2021 Q1	$19.5M	Hold	146,177	–	–	0.05%	113
2020 Q4	$24.1M	Hold	146,177	–	–	0.07%	93
2020 Q3	$18.6M	Buy	146,177 +50,255	+52%	+$6.38M	0.06%	98
2020 Q2	$12.8M	Buy	+95,922	New	+$9.43M	0.04%	101

Other funds holding AVLR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Parnassus Investments's AVLR Position: Q4 2022 in Review

Parnassus Investments sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 348,679 shares — an estimated $32M sold.

Parnassus Investments first reported a position in AVLR in Q2 2020 and held it in 10 quarters. The position peaked at $197M in Q4 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Parnassus Investments reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Parnassus Investments sold 348,679 Avalara, Inc. shares in Q4 2022, an estimated $32M.
Parnassus Investments first reported a position in Avalara, Inc. in Q2 2020 and held it in 10 quarters.
Parnassus Investments's Avalara, Inc. position peaked at $197M in Q4 2021.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Parnassus Investments's 13F filing for Q4 2022, filed 30 Jan 2023.