Venture Visionary Partners’s Avalara, Inc. AVLR Stock Holding History

Venture Visionary Partners’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	-1,500	Closed	-$106K	–	1672
2022 Q2	$106K	Buy	+1,500	New	+$123K	0.01%	588
2021 Q4	–	Sell	-1,500	Closed	-$262K	–	541
2021 Q3	$262K	Hold	1,500	–	–	0.02%	429
2021 Q2	$242K	Hold	1,500	–	–	0.02%	433
2021 Q1	$200K	Hold	1,500	–	–	0.02%	449
2020 Q4	$247K	Buy	+1,500	New	+$240K	0.03%	345

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

Venture Visionary Partners's AVLR Position: Q3 2022 in Review

Venture Visionary Partners sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 1,500 shares — an estimated $106K sold.

Venture Visionary Partners first reported a position in AVLR in Q4 2020 and held it in 5 quarters. The position peaked at $262K in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Venture Visionary Partners reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Venture Visionary Partners sold 1,500 Avalara, Inc. shares in Q3 2022, an estimated $106K.
Venture Visionary Partners first reported a position in Avalara, Inc. in Q4 2020 and held it in 5 quarters.
Venture Visionary Partners's Avalara, Inc. position peaked at $262K in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.