Selective Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Selective Wealth Management’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	-13	Closed	-$1K	–	840
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	709
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	618
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	549
2021 Q2	$2K	Buy	+13	New	+$1.81K	﹤0.01%	467

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

Selective Wealth Management's AVLR Position: Q2 2022 in Review

Selective Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 13 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in AVLR in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Selective Wealth Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 13 Avalara, Inc. shares in Q2 2022, an estimated $1K.
Selective Wealth Management first reported a position in Avalara, Inc. in Q2 2021 and held it in 4 quarters.
Selective Wealth Management's Avalara, Inc. position peaked at $2K in Q4 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.