Vista Equity Partners Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-163,710
| Closed | -$15M | – | 35 |
|
|
2022
Q3 | $15M | Sell |
163,710
-23,104
| -12% | -$2.12M | 0.24% | 19 |
|
|
2022
Q2 | $13.2M | Buy |
186,814
+116,238
| +165% | +$8.21M | 0.23% | 18 |
|
|
2022
Q1 | $7.02M | Buy |
+70,576
| New | +$7.02M | 0.06% | 27 |
|
|
2019
Q3 | – | Sell |
-307,637
| Closed | -$22.2M | – | 32 |
|
|
2019
Q2 | $22.2M | Sell |
307,637
-484,947
| -61% | -$35M | 4.19% | 9 |
|
|
2019
Q1 | $44.2M | Buy |
792,584
+557,884
| +238% | +$31.1M | 7.57% | 3 |
|
|
2018
Q4 | $7.31M | Buy |
234,700
+164,700
| +235% | +$5.13M | 0.87% | 17 |
|
|
2018
Q3 | $2.45M | Buy |
70,000
+10,000
| +17% | +$349K | 0.22% | 23 |
|
|
2018
Q2 | $3.2M | Buy |
+60,000
| New | +$3.2M | 0.32% | 22 |
|