Quantum Capital Management (New Jersey)’s Avalara, Inc. AVLR Stock Holding History

Quantum Capital Management (New Jersey)’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
2021 Q4	–	Sell	-41,070	Closed	-$7.18M	–	35
2021 Q3	$7.18M	Sell	41,070 -19	-0%	-$3.27K	0.88%	21
2021 Q2	$6.65M	Buy	41,089 +523	+1%	+$72.9K	0.81%	22
2021 Q1	$5.41M	Buy	40,566 +590	+1%	+$91K	0.72%	23
2020 Q4	$6.59M	Sell	39,976 -81,536	-67%	-$13M	0.89%	21
2020 Q3	$15.5M	Buy	121,512 +2,762	+2%	+$351K	2.46%	14
2020 Q2	$15.8M	Buy	118,750 +52,570	+79%	+$5.17M	2.77%	13
2020 Q1	$4.94M	Buy	+66,180	New	+$5.39M	1.13%	20

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Quantum Capital Management (New Jersey)'s AVLR Position: Q4 2021 in Review

Quantum Capital Management (New Jersey) sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 41,070 shares — an estimated $7.18M sold.

Quantum Capital Management (New Jersey) first reported a position in AVLR in Q1 2020 and held it in 7 quarters. The position peaked at $15.8M in Q2 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Quantum Capital Management (New Jersey) reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Quantum Capital Management (New Jersey) sold 41,070 Avalara, Inc. shares in Q4 2021, an estimated $7.18M.
Quantum Capital Management (New Jersey) first reported a position in Avalara, Inc. in Q1 2020 and held it in 7 quarters.
Quantum Capital Management (New Jersey)'s Avalara, Inc. position peaked at $15.8M in Q2 2020.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q4 2021, filed 14 Feb 2022.