PWS
AVLR

Precision Wealth Strategies’s Avalara, Inc. AVLR Stock Holding History

Precision Wealth Strategies’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
-4,183
Closed -$346K – 158
2022
Q2 		$346K Buy
4,183
+449
+12% +$36.9K 0.27% 84
2022
Q1 		$372K Sell
3,734
-397
-10% -$40.2K 0.22% 95
2021
Q4 		$533K Buy
4,131
+540
+15% +$84.3K 0.38% 74
2021
Q3 		$628K Buy
3,591
+706
+24% +$121K 0.49% 44
2021
Q2 		$467K Buy
2,885
+344
+14% +$47.9K 0.4% 42
2021
Q1 		$339K Buy
2,541
+625
+33% +$96.4K 0.33% 47
2020
Q4 		$316K Buy
+1,916
New +$307K 0.34% 37

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Precision Wealth Strategies's AVLR Position: Q3 2022 in Review

Precision Wealth Strategies sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 4,183 shares — an estimated $346K sold.

Precision Wealth Strategies first reported a position in AVLR in Q4 2020 and held it in 7 quarters. The position peaked at $628K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Precision Wealth Strategies reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,183 Avalara, Inc. shares in Q3 2022, an estimated $346K.
  • Precision Wealth Strategies first reported a position in Avalara, Inc. in Q4 2020 and held it in 7 quarters.
  • Precision Wealth Strategies's Avalara, Inc. position peaked at $628K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Precision Wealth Strategies's 13F filing for Q3 2022, filed 25 Oct 2022.