PFGIA
AVLR

Patriot Financial Group Insurance Agency’s Avalara, Inc. AVLR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-55
Closed -$4K – 2107
2022
Q2 		$4K Sell
55
-16
-23% -$1.31K ﹤0.01% 1592
2022
Q1 		$7K Buy
71
+65
+1,083% +$6.59K ﹤0.01% 1525
2021
Q4 		$1K Sell
6
-24
-80% -$3.75K ﹤0.01% 2111
2021
Q3 		$5K Buy
+30
New +$5.16K ﹤0.01% 1728

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVLR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 55 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in AVLR in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 55 Avalara, Inc. shares in Q3 2022, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Avalara, Inc. in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Avalara, Inc. position peaked at $7K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.