Schroder Investment Management Group
AVLR

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

Schroder Investment Management Group’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
-2,397
Closed -$241K – 1413
2022
Q1 		$241K Buy
2,397
+1,663
+227% +$169K ﹤0.01% 1291
2021
Q4 		$95K Hold
734
– – ﹤0.01% 1308
2021
Q3 		$128K Sell
734
-379
-34% -$65.2K ﹤0.01% 1380
2021
Q2 		$180K Buy
+1,113
New +$155K ﹤0.01% 1343
2021
Q1 		– Sell
-3,575
Closed -$589K – 1633
2020
Q4 		$589K Buy
+3,575
New +$572K ﹤0.01% 1184

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

Schroder Investment Management Group's AVLR Position: Q2 2022 in Review

Schroder Investment Management Group sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,397 shares — an estimated $241K sold.

Schroder Investment Management Group first reported a position in AVLR in Q4 2020 and held it in 5 quarters. The position peaked at $589K in Q4 2020. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Schroder Investment Management Group reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 2,397 Avalara, Inc. shares in Q2 2022, an estimated $241K.
  • Schroder Investment Management Group first reported a position in Avalara, Inc. in Q4 2020 and held it in 5 quarters.
  • Schroder Investment Management Group's Avalara, Inc. position peaked at $589K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Schroder Investment Management Group's 13F filing for Q2 2022, filed 11 Aug 2022.