SCA
AVLR

Sandy Cove Advisors’s Avalara, Inc. AVLR Stock Holding History

Sandy Cove Advisors’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
-64
Closed -$6K – 422
2022
Q1 		$6K Hold
64
– – 0.01% 354
2021
Q4 		$8K Buy
+64
New +$9.99K 0.01% 308

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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

Sandy Cove Advisors's AVLR Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 64 shares — an estimated $6K sold.

Sandy Cove Advisors first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 64 Avalara, Inc. shares in Q2 2022, an estimated $6K.
  • Sandy Cove Advisors first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Avalara, Inc. position peaked at $8K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.