Wedbush Securities’s Avalara, Inc. AVLR Stock Holding History

Wedbush Securities’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	-2,381	Closed	-$237K	–	1192
2022 Q1	$237K	Buy	+2,381	New	+$241K	0.01%	910
2021 Q4	–	Sell	-1,538	Closed	-$269K	–	1247
2021 Q3	$269K	Sell	1,538 -54	-3%	-$9.29K	0.01%	915
2021 Q2	$258K	Buy	+1,592	New	+$222K	0.01%	939
2020 Q1	–	Sell	-3,373	Closed	-$247K	–	1035
2019 Q4	$247K	Buy	3,373 +64	+2%	+$4.65K	0.02%	756
2019 Q3	$223K	Buy	3,309 +9	+0.3%	+$728	0.02%	781
2019 Q2	$238K	Sell	3,300 -600	-15%	-$38.7K	0.02%	744
2019 Q1	$218K	Buy	+3,900	New	+$181K	0.02%	736

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Wedbush Securities's AVLR Position: Q2 2022 in Review

Wedbush Securities sold out of Avalara, Inc. (AVLR) in Q2 2022, closing a stake of 2,381 shares — an estimated $237K sold.

Wedbush Securities first reported a position in AVLR in Q1 2019 and held it in 7 quarters. The position peaked at $269K in Q3 2021. 393 funds tracked by Wall St. Rank hold AVLR as of Q2 2022.

Wedbush Securities reported no remaining Avalara, Inc. position as of Q2 2022 after selling out during the quarter.
Wedbush Securities sold 2,381 Avalara, Inc. shares in Q2 2022, an estimated $237K.
Wedbush Securities first reported a position in Avalara, Inc. in Q1 2019 and held it in 7 quarters.
Wedbush Securities's Avalara, Inc. position peaked at $269K in Q3 2021.
393 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2022.

Based on Wedbush Securities's 13F filing for Q2 2022, filed 21 Jul 2022.