Sanders Morris Harris’s Avalara, Inc. AVLR Stock Holding History

Sanders Morris Harris’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	-25,897	Closed	-$3.27M	–	354
2021 Q4	$3.27M	Sell	25,897 -12,306	-32%	-$1.92M	0.57%	31
2021 Q3	$6.45M	Buy	38,203 +13,168	+53%	+$2.26M	1.17%	18
2021 Q2	$4.16M	Sell	25,035 -2,668	-10%	-$372K	0.81%	19
2021 Q1	$3.89M	Buy	27,703 +8,285	+43%	+$1.28M	0.82%	28
2020 Q4	$3.08M	Sell	19,418 -873	-4%	-$140K	0.7%	31
2020 Q3	$3.16M	Buy	+20,291	New	+$2.58M	0.86%	24
2020 Q1	–	Sell	-10,590	Closed	-$827K	–	290
2019 Q4	$827K	Buy	+10,590	New	+$769K	0.19%	123

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

Sanders Morris Harris's AVLR Position: Q1 2022 in Review

Sanders Morris Harris sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 25,897 shares — an estimated $3.27M sold.

Sanders Morris Harris first reported a position in AVLR in Q4 2019 and held it in 7 quarters. The position peaked at $6.45M in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Sanders Morris Harris reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Sanders Morris Harris sold 25,897 Avalara, Inc. shares in Q1 2022, an estimated $3.27M.
Sanders Morris Harris first reported a position in Avalara, Inc. in Q4 2019 and held it in 7 quarters.
Sanders Morris Harris's Avalara, Inc. position peaked at $6.45M in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Sanders Morris Harris's 13F filing for Q1 2022, filed 11 Apr 2022.