Salem Investment Counselors’s Avalara, Inc. AVLR Stock Holding History

Salem Investment Counselors’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	-9,835	Closed	-$1.27M	–	1150
2021 Q4	$1.27M	Sell	9,835 -1,400	-12%	-$219K	0.04%	167
2021 Q3	$1.96M	Sell	11,235 -1,350	-11%	-$232K	0.11%	141
2021 Q2	$2.04M	Buy	12,585 +400	+3%	+$55.8K	0.11%	137
2021 Q1	$1.63M	Buy	12,185 +3,025	+33%	+$467K	0.1%	138
2020 Q4	$1.51M	Buy	9,160 +825	+10%	+$132K	0.1%	131
2020 Q3	$1.06M	Buy	8,335 +1,285	+18%	+$163K	0.08%	140
2020 Q2	$938K	Hold	7,050	–	–	0.08%	144
2020 Q1	$526K	Buy	+7,050	New	+$575K	0.05%	159

Other funds holding AVLR

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

BlackRock New York $6.73T AUM 46.02% 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 $37.4B AUM 35.42% 1-Year Est. Return

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

Salem Investment Counselors's AVLR Position: Q1 2022 in Review

Salem Investment Counselors sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 9,835 shares — an estimated $1.27M sold.

Salem Investment Counselors first reported a position in AVLR in Q1 2020 and held it in 8 quarters. The position peaked at $2.04M in Q2 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Salem Investment Counselors reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Salem Investment Counselors sold 9,835 Avalara, Inc. shares in Q1 2022, an estimated $1.27M.
Salem Investment Counselors first reported a position in Avalara, Inc. in Q1 2020 and held it in 8 quarters.
Salem Investment Counselors's Avalara, Inc. position peaked at $2.04M in Q2 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Salem Investment Counselors's 13F filing for Q1 2022, filed 16 May 2022.