Steward Partners Investment Advisory’s Avalara, Inc. AVLR Stock Holding History

Steward Partners Investment Advisory’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	-17	Closed	-$1K	–	3485
2022 Q2	$1K	Sell	17 -78	-82%	-$6.41K	﹤0.01%	3215
2022 Q1	$9K	Buy	95 +79	+494%	+$8.01K	﹤0.01%	2722
2021 Q4	$2K	Buy	+16	New	+$2.5K	﹤0.01%	3060
2021 Q3	–	Sell	-15	Closed	-$2K	–	3417
2021 Q2	$2K	Sell	15 -140	-90%	-$19.5K	﹤0.01%	6915
2021 Q1	$20.7K	Buy	155 +97	+167%	+$15K	﹤0.01%	2462
2020 Q4	$10K	Buy	58 +4	+7%	+$640	﹤0.01%	2334
2020 Q3	$7K	Buy	54 +12	+29%	+$1.52K	﹤0.01%	2287
2020 Q2	$6K	Buy	42 +1	+2%	+$98	﹤0.01%	2241
2020 Q1	$3K	Buy	41 +11	+37%	+$897	﹤0.01%	2249
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	2465
2019 Q3	$2K	Buy	+30	New	+$2.43K	﹤0.01%	2474

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

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Steward Partners Investment Advisory's AVLR Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in AVLR in Q3 2019 and held it in 11 quarters. The position peaked at $20.7K in Q1 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Steward Partners Investment Advisory reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 17 Avalara, Inc. shares in Q3 2022, an estimated $1K.
Steward Partners Investment Advisory first reported a position in Avalara, Inc. in Q3 2019 and held it in 11 quarters.
Steward Partners Investment Advisory's Avalara, Inc. position peaked at $20.7K in Q1 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.