TOBAM’s Avalara, Inc. AVLR Stock Holding History

TOBAM’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	-451	Closed	-$32K	–	482
2022 Q2	$32K	Buy	+451	New	+$37.1K	﹤0.01%	406
2022 Q1	–	Sell	-284	Closed	-$37K	–	487
2021 Q4	$37K	Hold	284	–	–	﹤0.01%	408
2021 Q3	$50K	Buy	284 +251	+761%	+$43.2K	﹤0.01%	359
2021 Q2	$5K	Sell	33 -257	-89%	-$35.8K	﹤0.01%	432
2021 Q1	$39K	Hold	290	–	–	﹤0.01%	378
2020 Q4	$48K	Sell	290 -876	-75%	-$140K	﹤0.01%	334
2020 Q3	$148K	Buy	1,166 +887	+318%	+$113K	0.01%	191
2020 Q2	$37K	Buy	+279	New	+$27.4K	﹤0.01%	140

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

TOBAM's AVLR Position: Q3 2022 in Review

TOBAM sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 451 shares — an estimated $32K sold.

TOBAM first reported a position in AVLR in Q2 2020 and held it in 8 quarters. The position peaked at $148K in Q3 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

TOBAM reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
TOBAM sold 451 Avalara, Inc. shares in Q3 2022, an estimated $32K.
TOBAM first reported a position in Avalara, Inc. in Q2 2020 and held it in 8 quarters.
TOBAM's Avalara, Inc. position peaked at $148K in Q3 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on TOBAM's 13F filing for Q3 2022, filed 2 Nov 2022.