ST
AVLR

Smithfield Trust’s Avalara, Inc. AVLR Stock Holding History

Smithfield Trust’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
-50
Closed -$7K – 1101
2021
Q4 		$7K Hold
50
– – ﹤0.01% 945
2021
Q3 		$9K Hold
50
– – ﹤0.01% 887
2021
Q2 		$8K Hold
50
– – ﹤0.01% 897
2021
Q1 		$7K Hold
50
– – ﹤0.01% 952
2020
Q4 		$8K Hold
50
– – ﹤0.01% 896
2020
Q3 		$6K Hold
50
– – ﹤0.01% 903
2020
Q2 		$7K Buy
+50
New +$4.92K ﹤0.01% 812
2019
Q4 		– Sell
-560
Closed -$38K – 1012
2019
Q3 		$38K Hold
560
– – ﹤0.01% 575
2019
Q2 		$40K Buy
+560
New +$36.2K ﹤0.01% 552

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Smithfield Trust's AVLR Position: Q1 2022 in Review

Smithfield Trust sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 50 shares — an estimated $7K sold.

Smithfield Trust first reported a position in AVLR in Q2 2019 and held it in 9 quarters. The position peaked at $40K in Q2 2019. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • Smithfield Trust reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • Smithfield Trust sold 50 Avalara, Inc. shares in Q1 2022, an estimated $7K.
  • Smithfield Trust first reported a position in Avalara, Inc. in Q2 2019 and held it in 9 quarters.
  • Smithfield Trust's Avalara, Inc. position peaked at $40K in Q2 2019.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Smithfield Trust's 13F filing for Q1 2022, filed 16 May 2022.