Valmark Advisers’s Avalara, Inc. AVLR Stock Holding History

Valmark Advisers’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	-3,073	Closed	-$397K	–	446
2021 Q4	$397K	Sell	3,073 -1,012	-25%	-$158K	0.01%	308
2021 Q3	$714K	Buy	4,085 +96	+2%	+$16.5K	0.01%	237
2021 Q2	$645K	Buy	3,989 +156	+4%	+$21.7K	0.01%	252
2021 Q1	$511K	Sell	3,833 -461	-11%	-$71.1K	0.01%	271
2020 Q4	$708K	Buy	4,294 +619	+17%	+$99K	0.01%	214
2020 Q3	$468K	Buy	3,675 +1,067	+41%	+$136K	0.01%	188
2020 Q2	$347K	Buy	+2,608	New	+$256K	0.01%	202

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

Valmark Advisers's AVLR Position: Q1 2022 in Review

Valmark Advisers sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 3,073 shares — an estimated $397K sold.

Valmark Advisers first reported a position in AVLR in Q2 2020 and held it in 7 quarters. The position peaked at $714K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Valmark Advisers reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Valmark Advisers sold 3,073 Avalara, Inc. shares in Q1 2022, an estimated $397K.
Valmark Advisers first reported a position in Avalara, Inc. in Q2 2020 and held it in 7 quarters.
Valmark Advisers's Avalara, Inc. position peaked at $714K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Valmark Advisers's 13F filing for Q1 2022, filed 10 May 2022.