Pendal Group’s Avalara, Inc. AVLR Stock Holding History

Pendal Group’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	-14,666	Closed	-$1.35M	–	545
2022 Q3	$1.35M	Buy	+14,666	New	+$1.31M	0.01%	237
2022 Q2	–	Sell	-2,556	Closed	-$254K	–	525
2022 Q1	$254K	Hold	2,556	–	–	﹤0.01%	461
2021 Q4	$330K	Buy	2,556 +1,188	+87%	+$185K	﹤0.01%	482
2021 Q3	$239K	Buy	+1,368	New	+$235K	﹤0.01%	541
2019 Q4	–	Sell	-11,173	Closed	-$752K	–	511
2019 Q3	$752K	Sell	11,173 -506	-4%	-$40.9K	0.01%	319
2019 Q2	$843K	Sell	11,679 -4,919	-30%	-$318K	0.01%	297
2019 Q1	$926K	Buy	+16,598	New	+$770K	0.01%	304

Other funds holding AVLR

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Pendal Group's AVLR Position: Q4 2022 in Review

Pendal Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 14,666 shares — an estimated $1.35M sold.

Pendal Group first reported a position in AVLR in Q1 2019 and held it in 7 quarters. The position peaked at $1.35M in Q3 2022. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

Pendal Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
Pendal Group sold 14,666 Avalara, Inc. shares in Q4 2022, an estimated $1.35M.
Pendal Group first reported a position in Avalara, Inc. in Q1 2019 and held it in 7 quarters.
Pendal Group's Avalara, Inc. position peaked at $1.35M in Q3 2022.
2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.