Schubert & Co’s Avalara, Inc. AVLR Stock Holding History

Schubert & Co’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	-4	Closed	–	–	1650
2022 Q1	$0	Buy	4 +2	+100%	+$203	﹤0.01%	1420
2021 Q4	$0	Buy	+2	New	+$312	﹤0.01%	1374

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Schubert & Co's AVLR Position: Q2 2022 in Review

Schubert & Co sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 4 shares.

Schubert & Co first reported a position in AVLR in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Schubert & Co reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Schubert & Co sold 4 Avalara, Inc. shares in Q2 2022.
Schubert & Co first reported a position in Avalara, Inc. in Q4 2021 and held it in 2 quarters.
Schubert & Co's Avalara, Inc. position peaked at $0 in Q1 2022.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Schubert & Co's 13F filing for Q2 2022, filed 1 Aug 2022.