RA
AVLR

Royce & Associates’s Avalara, Inc. AVLR Stock Holding History

Royce & Associates’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
Q3 		– Sell
-247,100
Closed -$17.4M – 990
2022
Q2 		$17.4M Buy
247,100
+57,470
+30% +$4.72M 0.18% 150
2022
Q1 		$18.9M Buy
+189,630
New +$19.2M 0.16% 172
2021
Q2 		– Sell
-46,600
Closed -$6.22M – 1059
2021
Q1 		$6.22M Buy
46,600
+5,700
+14% +$879K 0.04% 559
2020
Q4 		$6.74M Sell
40,900
-16,100
-28% -$2.58M 0.06% 490
2020
Q3 		$7.26M Buy
57,000
+400
+0.7% +$50.8K 0.08% 376
2020
Q2 		$7.53M Sell
56,600
-8,700
-13% -$855K 0.08% 350
2020
Q1 		$4.87M Buy
65,300
+27,300
+72% +$2.23M 0.07% 384
2019
Q4 		$2.78M Hold
38,000
– – 0.02% 631
2019
Q3 		$2.56M Hold
38,000
– – 0.02% 652
2019
Q2 		$2.74M Hold
38,000
– – 0.02% 645
2019
Q1 		$2.12M Buy
38,000
+13,000
+52% +$603K 0.02% 729
2018
Q4 		$779K Buy
+25,000
New +$807K 0.01% 886

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royce & Associates's AVLR Position: Q3 2022 in Review

Royce & Associates sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 247,100 shares — an estimated $17.4M sold.

Royce & Associates first reported a position in AVLR in Q4 2018 and held it in 12 quarters. The position peaked at $18.9M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Royce & Associates reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Royce & Associates sold 247,100 Avalara, Inc. shares in Q3 2022, an estimated $17.4M.
  • Royce & Associates first reported a position in Avalara, Inc. in Q4 2018 and held it in 12 quarters.
  • Royce & Associates's Avalara, Inc. position peaked at $18.9M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Royce & Associates's 13F filing for Q3 2022, filed 3 Nov 2022.