TWA
AVLR

TCI Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

TCI Wealth 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
-93
Closed -$7K – 2710
2022
Q2 		$7K Hold
93
– – ﹤0.01% 1309
2022
Q1 		$9K Hold
93
– – ﹤0.01% 1214
2021
Q4 		$12K Buy
93
+1
+1% +$156 ﹤0.01% 1067
2021
Q3 		$16K Hold
92
– – ﹤0.01% 804
2021
Q2 		$15K Sell
92
-94
-51% -$13.1K ﹤0.01% 736
2021
Q1 		$25K Buy
186
+89
+92% +$13.7K 0.01% 520
2020
Q4 		$16K Hold
97
– – 0.01% 549
2020
Q3 		$12K Buy
97
+48
+98% +$6.1K ﹤0.01% 553
2020
Q2 		$7K Buy
+49
New +$4.82K ﹤0.01% 676
2020
Q1 		– Sell
-87
Closed -$6K – 1833
2019
Q4 		$6K Sell
87
-147
-63% -$10.7K ﹤0.01% 832
2019
Q3 		$16K Buy
+234
New +$18.9K 0.01% 536

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

TCI Wealth Advisors's AVLR Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 93 shares — an estimated $7K sold.

TCI Wealth Advisors first reported a position in AVLR in Q3 2019 and held it in 11 quarters. The position peaked at $25K in Q1 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 93 Avalara, Inc. shares in Q3 2022, an estimated $7K.
  • TCI Wealth Advisors first reported a position in Avalara, Inc. in Q3 2019 and held it in 11 quarters.
  • TCI Wealth Advisors's Avalara, Inc. position peaked at $25K in Q1 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.