Wasatch Advisors’s Avalara, Inc. AVLR Stock Holding History

Wasatch 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 Q3	–	Sell	-1,247,158	Closed	-$88M	–	267
2022 Q2	$88M	Buy	1,247,158 +320,417	+35%	+$26.3M	0.56%	61
2022 Q1	$92.2M	Buy	926,741 +191,794	+26%	+$19.4M	0.45%	66
2021 Q4	$94.9M	Buy	734,947 +54,387	+8%	+$8.49M	0.39%	78
2021 Q3	$119M	Buy	680,560 +100,684	+17%	+$17.3M	0.48%	67
2021 Q2	$93.8M	Buy	579,876 +31,179	+6%	+$4.35M	0.38%	83
2021 Q1	$73.2M	Sell	548,697 -148,238	-21%	-$22.9M	0.33%	83
2020 Q4	$115M	Sell	696,935 -402,916	-37%	-$64.5M	0.57%	67
2020 Q3	$140M	Buy	1,099,851 +71,290	+7%	+$9.05M	0.89%	41
2020 Q2	$137M	Buy	1,028,561 +245,883	+31%	+$24.2M	0.99%	35
2020 Q1	$58.4M	Buy	+782,678	New	+$63.8M	0.61%	56

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

Wasatch Advisors's AVLR Position: Q3 2022 in Review

Wasatch Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 1,247,158 shares — an estimated $88M sold.

Wasatch Advisors first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $140M in Q3 2020. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Wasatch Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Wasatch Advisors sold 1,247,158 Avalara, Inc. shares in Q3 2022, an estimated $88M.
Wasatch Advisors first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Wasatch Advisors's Avalara, Inc. position peaked at $140M in Q3 2020.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Wasatch Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.