RIM
AVLR

Rockbridge Investment Management’s Avalara, Inc. AVLR Stock Holding History

Rockbridge Investment Management’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
-37
Closed -$3.76K – 826
2022
Q1 		$3.76K Hold
37
– – ﹤0.01% 655
2021
Q4 		$5K Hold
37
– – ﹤0.01% 670
2021
Q3 		$6K Hold
37
– – ﹤0.01% 603
2021
Q2 		$6K Buy
+37
New +$5.16K ﹤0.01% 599

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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

Rockbridge Investment Management's AVLR Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 37 shares — an estimated $3.76K sold.

Rockbridge Investment Management first reported a position in AVLR in Q2 2021 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 37 Avalara, Inc. shares in Q2 2022, an estimated $3.76K.
  • Rockbridge Investment Management first reported a position in Avalara, Inc. in Q2 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's Avalara, Inc. position peaked at $6K in Q3 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.