PFS
AVLR

Prospera Financial Services’s Avalara, Inc. AVLR Stock Holding History

Prospera Financial Services’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 		– Sell
-18
Closed -$2K – 2790
2022
Q1 		$2K Buy
+18
New +$1.82K ﹤0.01% 2547

Other funds holding AVLR

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Prospera Financial Services's AVLR Position: Q2 2022 in Review

Prospera Financial Services sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 18 shares — an estimated $2K sold.

Prospera Financial Services first reported a position in AVLR in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Prospera Financial Services reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 18 Avalara, Inc. shares in Q2 2022, an estimated $2K.
  • Prospera Financial Services first reported a position in Avalara, Inc. in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Avalara, Inc. position peaked at $2K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.