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

Redwood 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	-18,243	Closed	-$2.35M	–	140
2021 Q4	$2.35M	Buy	18,243 +2,012	+12%	+$314K	0.19%	91
2021 Q3	$2.84M	Buy	16,231 +14,518	+848%	+$2.5M	0.24%	83
2021 Q2	$277K	Sell	1,713 -351	-17%	-$48.9K	0.02%	121
2021 Q1	$275K	Hold	2,064	–	–	0.02%	118
2020 Q4	$340K	Sell	2,064 -8	-0.4%	-$1.28K	0.03%	117
2020 Q3	$264K	Sell	2,072 -62,024	-97%	-$7.88M	0.02%	122
2020 Q2	$8.53M	Sell	64,096 -97,556	-60%	-$9.59M	0.75%	57
2020 Q1	$12.1M	Buy	161,652 +28,741	+22%	+$2.34M	1.42%	29
2019 Q4	$9.74M	Sell	132,911 -158,780	-54%	-$11.5M	0.91%	50
2019 Q3	$19.6M	Buy	291,691 +15,294	+6%	+$1.24M	1.51%	17
2019 Q2	$20M	Buy	+276,397	New	+$17.8M	1.47%	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

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

Redwood Investments's AVLR Position: Q1 2022 in Review

Redwood Investments sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 18,243 shares — an estimated $2.35M sold.

Redwood Investments first reported a position in AVLR in Q2 2019 and held it in 11 quarters. The position peaked at $20M in Q2 2019. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Redwood Investments reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Redwood Investments sold 18,243 Avalara, Inc. shares in Q1 2022, an estimated $2.35M.
Redwood Investments first reported a position in Avalara, Inc. in Q2 2019 and held it in 11 quarters.
Redwood Investments's Avalara, Inc. position peaked at $20M in Q2 2019.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Redwood Investments's 13F filing for Q1 2022, filed 20 Apr 2022.