SCA
AVLR

Spearhead Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Spearhead Capital 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
Q3 		– Sell
-3,028
Closed -$214K – 182
2022
Q2 		$214K Sell
3,028
-39
-1% -$3.21K 0.03% 168
2022
Q1 		$305K Sell
3,067
-150
-5% -$15.2K 0.04% 134
2021
Q4 		$415K Buy
3,217
+208
+7% +$32.5K 0.05% 113
2021
Q3 		$526K Buy
3,009
+148
+5% +$25.4K 0.07% 92
2021
Q2 		$463K Buy
2,861
+380
+15% +$53K 0.06% 118
2021
Q1 		$331K Sell
2,481
-198
-7% -$30.5K 0.05% 142
2020
Q4 		$442K Buy
2,679
+50
+2% +$8K 0.07% 110
2020
Q3 		$335K Buy
2,629
+135
+5% +$17.1K 0.06% 119
2020
Q2 		$332K Buy
+2,494
New +$245K 0.07% 91

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Spearhead Capital Advisors's AVLR Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 3,028 shares — an estimated $214K sold.

Spearhead Capital Advisors first reported a position in AVLR in Q2 2020 and held it in 9 quarters. The position peaked at $526K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Spearhead Capital Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • Spearhead Capital Advisors sold 3,028 Avalara, Inc. shares in Q3 2022, an estimated $214K.
  • Spearhead Capital Advisors first reported a position in Avalara, Inc. in Q2 2020 and held it in 9 quarters.
  • Spearhead Capital Advisors's Avalara, Inc. position peaked at $526K in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.