Vigilare Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Vigilare Wealth 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	-3,316	Closed	-$330K	–	153
2022 Q1	$330K	Sell	3,316 -2,409	-42%	-$244K	0.27%	93
2021 Q4	$739K	Buy	5,725 +1,720	+43%	+$269K	0.44%	57
2021 Q3	$700K	Sell	4,005 -545	-12%	-$93.7K	0.43%	59
2021 Q2	$736K	Buy	4,550 +300	+7%	+$41.8K	0.45%	54
2021 Q1	$567K	Buy	4,250 +2,240	+111%	+$345K	0.4%	68
2020 Q4	$331K	Sell	2,010 -980	-33%	-$157K	0.31%	78
2020 Q3	$381K	Buy	2,990 +50	+2%	+$6.35K	0.4%	61
2020 Q2	$391K	Sell	2,940 -1,225	-29%	-$120K	0.4%	58
2020 Q1	$311K	Buy	4,165 +1,230	+42%	+$100K	0.37%	71
2019 Q4	$256K	Buy	+2,935	New	+$213K	0.17%	119

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

Vigilare Wealth Management's AVLR Position: Q2 2022 in Review

Vigilare Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 3,316 shares — an estimated $330K sold.

Vigilare Wealth Management first reported a position in AVLR in Q4 2019 and held it in 10 quarters. The position peaked at $739K in Q4 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Vigilare Wealth Management reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Vigilare Wealth Management sold 3,316 Avalara, Inc. shares in Q2 2022, an estimated $330K.
Vigilare Wealth Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 10 quarters.
Vigilare Wealth Management's Avalara, Inc. position peaked at $739K in Q4 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Vigilare Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.