WCA
AVLR

Waratah Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Waratah Capital Advisors’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
-5,079
Closed -$505K – 234
2022
Q1 		$505K Buy
+5,079
New +$515K 0.01% 172

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Franklin Resources
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Kayne Anderson Rudnick Investment Management
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ESCM
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MG
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Waratah Capital Advisors's AVLR Position: Q2 2022 in Review

Waratah Capital Advisors sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 5,079 shares — an estimated $505K sold.

Waratah Capital Advisors first reported a position in AVLR in Q1 2022 and held it in 1 quarter. The position peaked at $505K in Q1 2022. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

  • Waratah Capital Advisors reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
  • Waratah Capital Advisors sold 5,079 Avalara, Inc. shares in Q2 2022, an estimated $505K.
  • Waratah Capital Advisors first reported a position in Avalara, Inc. in Q1 2022 and held it in 1 quarter.
  • Waratah Capital Advisors's Avalara, Inc. position peaked at $505K in Q1 2022.
  • 393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Waratah Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.