Symmetry Partners’s Avalara, Inc. AVLR Stock Holding History

Symmetry Partners’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	-3,403	Closed	-$439K	–	613
2021 Q4	$439K	Sell	3,403 -2,115	-38%	-$330K	0.03%	432
2021 Q3	$928K	Buy	5,518 +100	+2%	+$17.2K	0.06%	240
2021 Q2	$877K	Hold	5,418	–	–	0.06%	259
2021 Q1	$723K	Hold	5,418	–	–	0.05%	282
2020 Q4	$893K	Hold	5,418	–	–	0.07%	206
2020 Q3	$690K	Buy	5,418 +325	+6%	+$41.3K	0.06%	235
2020 Q2	$678K	Sell	5,093 -1,365	-21%	-$134K	0.08%	102
2020 Q1	$482K	Buy	6,458 +601	+10%	+$49K	0.11%	106
2019 Q4	$429K	Buy	5,857 +384	+7%	+$27.9K	0.09%	192
2019 Q3	$368K	Buy	+5,473	New	+$443K	0.08%	218

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Symmetry Partners's AVLR Position: Q1 2022 in Review

Symmetry Partners sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 3,403 shares — an estimated $439K sold.

Symmetry Partners first reported a position in AVLR in Q3 2019 and held it in 10 quarters. The position peaked at $928K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Symmetry Partners reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Symmetry Partners sold 3,403 Avalara, Inc. shares in Q1 2022, an estimated $439K.
Symmetry Partners first reported a position in Avalara, Inc. in Q3 2019 and held it in 10 quarters.
Symmetry Partners's Avalara, Inc. position peaked at $928K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Symmetry Partners's 13F filing for Q1 2022, filed 4 Apr 2022.