Putnam Investments’s Avalara, Inc. AVLR Stock Holding History

Putnam Investments’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 Q1	–	Sell	-109,401	Closed	-$14.1M	–	1295
2021 Q4	$14.1M	Buy	109,401 +12,301	+13%	+$1.92M	0.02%	305
2021 Q3	$17M	Buy	97,100 +25,700	+36%	+$4.42M	0.03%	269
2021 Q2	$11.6M	Sell	71,400 -195,501	-73%	-$27.2M	0.02%	339
2021 Q1	$35.6M	Sell	266,901 -650,405	-71%	-$100M	0.06%	199
2020 Q4	$151M	Buy	917,306 +13,163	+1%	+$2.11M	0.27%	98
2020 Q3	$115M	Buy	+904,143	New	+$115M	0.23%	109
2020 Q2	–	Sell	-89,222	Closed	-$6.66M	–	936
2020 Q1	$6.66M	Buy	+89,222	New	+$7.27M	0.02%	389

Other funds holding AVLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Putnam Investments's AVLR Position: Q1 2022 in Review

Putnam Investments sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 109,401 shares — an estimated $14.1M sold.

Putnam Investments first reported a position in AVLR in Q1 2020 and held it in 7 quarters. The position peaked at $151M in Q4 2020. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Putnam Investments reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Putnam Investments sold 109,401 Avalara, Inc. shares in Q1 2022, an estimated $14.1M.
Putnam Investments first reported a position in Avalara, Inc. in Q1 2020 and held it in 7 quarters.
Putnam Investments's Avalara, Inc. position peaked at $151M in Q4 2020.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Putnam Investments's 13F filing for Q1 2022, filed 16 May 2022.