WealthShield Partners’s Avalara, Inc. AVLR Stock Holding History

WealthShield Partners’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 Q1	–	Sell	-1,999	Closed	-$258K	–	379
2021 Q4	$258K	Sell	1,999 -215	-10%	-$33.6K	0.04%	249
2021 Q3	$387K	Buy	2,214 +540	+32%	+$92.9K	0.1%	168
2021 Q2	$245K	Buy	1,674 +1,274	+319%	+$178K	0.04%	235
2021 Q1	$53K	Buy	+400	New	+$61.7K	0.01%	449

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

WealthShield Partners's AVLR Position: Q1 2022 in Review

WealthShield Partners sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 1,999 shares — an estimated $258K sold.

WealthShield Partners first reported a position in AVLR in Q1 2021 and held it in 4 quarters. The position peaked at $387K in Q3 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

WealthShield Partners reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
WealthShield Partners sold 1,999 Avalara, Inc. shares in Q1 2022, an estimated $258K.
WealthShield Partners first reported a position in Avalara, Inc. in Q1 2021 and held it in 4 quarters.
WealthShield Partners's Avalara, Inc. position peaked at $387K in Q3 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.