TCWP’s Avalara, Inc. AVLR Stock Holding History

TCWP’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 Q2	–	Sell	-624	Closed	-$62K	–	1947
2022 Q1	$62K	Buy	+624	New	+$63.3K	0.01%	434

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TCWP's AVLR Position: Q2 2022 in Review

TCWP sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 624 shares — an estimated $62K sold.

TCWP first reported a position in AVLR in Q1 2022 and held it in 1 quarter. The position peaked at $62K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

TCWP reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
TCWP sold 624 Avalara, Inc. shares in Q2 2022, an estimated $62K.
TCWP first reported a position in Avalara, Inc. in Q1 2022 and held it in 1 quarter.
TCWP's Avalara, Inc. position peaked at $62K in Q1 2022.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.