Tocqueville Asset Management’s Avalara, Inc. AVLR Stock Holding History

Tocqueville Asset Management’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	-7,350	Closed	-$731K	–	722
2022 Q1	$731K	Hold	7,350	–	–	0.01%	473
2021 Q4	$949K	Sell	7,350 -250	-3%	-$39K	0.01%	468
2021 Q3	$1.33M	Buy	7,600 +2,150	+39%	+$370K	0.02%	414
2021 Q2	$882K	Buy	5,450 +150	+3%	+$20.9K	0.01%	465
2021 Q1	$707K	Buy	5,300 +100	+2%	+$15.4K	0.01%	494
2020 Q4	$857K	Hold	5,200	–	–	0.01%	460
2020 Q3	$662K	Hold	5,200	–	–	0.01%	452
2020 Q2	$692K	Hold	5,200	–	–	0.01%	436
2020 Q1	$388K	Buy	+5,200	New	+$424K	0.01%	495

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

Tocqueville Asset Management's AVLR Position: Q2 2022 in Review

Tocqueville Asset Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 7,350 shares — an estimated $731K sold.

Tocqueville Asset Management first reported a position in AVLR in Q1 2020 and held it in 9 quarters. The position peaked at $1.33M in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Tocqueville Asset Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Tocqueville Asset Management sold 7,350 Avalara, Inc. shares in Q2 2022, an estimated $731K.
Tocqueville Asset Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 9 quarters.
Tocqueville Asset Management's Avalara, Inc. position peaked at $1.33M in Q3 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Tocqueville Asset Management's 13F filing for Q2 2022, filed 12 Aug 2022.