WCM Investment Management
AVLR

WCM Investment Management’s Avalara, Inc. AVLR Stock Holding History

WCM Investment 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
Q3 		– Sell
-154,322
Closed -$11.3M – 210
2022
Q2 		$11.3M Buy
+154,322
New +$12.7M 0.04% 116

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WCM Investment Management's AVLR Position: Q3 2022 in Review

WCM Investment Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 154,322 shares — an estimated $11.3M sold.

WCM Investment Management first reported a position in AVLR in Q2 2022 and held it in 1 quarter. The position peaked at $11.3M in Q2 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • WCM Investment Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • WCM Investment Management sold 154,322 Avalara, Inc. shares in Q3 2022, an estimated $11.3M.
  • WCM Investment Management first reported a position in Avalara, Inc. in Q2 2022 and held it in 1 quarter.
  • WCM Investment Management's Avalara, Inc. position peaked at $11.3M in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.