Private Capital Group’s Avalara, Inc. AVLR Stock Holding History

Private Capital 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 Q2	$6K	Buy	85 +32	+60%	+$2.63K	﹤0.01%	1213
2022 Q1	$5K	Buy	+53	New	+$5.37K	﹤0.01%	1554
2021 Q4	–	Sell	-10	Closed	-$2K	–	2224
2021 Q3	$2K	Buy	+10	New	+$1.72K	﹤0.01%	1918

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

ESCM

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

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Private Capital Group's AVLR Position: Q2 2022 in Review

Private Capital Group increased its Avalara, Inc. (AVLR) stake by 60% in Q2 2022, buying an estimated $2.63K and bringing the position to 85 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Private Capital Group first reported a position in AVLR in Q3 2021 and has held it in 3 quarters since. 392 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Private Capital Group held 85 shares of Avalara, Inc. worth $6K as of Q2 2022.
Private Capital Group bought 32 Avalara, Inc. shares in Q2 2022, an estimated $2.63K.
Avalara, Inc. made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1213 holding.
Private Capital Group first reported a position in Avalara, Inc. in Q3 2021 and has held it in 3 quarters since.
392 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.