Wellington Management Group
AVLR

Wellington Management Group’s Avalara, Inc. AVLR Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-1,913,922
Closed -$176M – 2191
2022
Q3 		$176M Sell
1,913,922
-2,811,438
-59% -$252M 0.04% 399
2022
Q2 		$334M Sell
4,725,360
-1,433,672
-23% -$118M 0.07% 260
2022
Q1 		$613M Sell
6,159,032
-488,284
-7% -$49.5M 0.1% 196
2021
Q4 		$858M Buy
6,647,316
+1,519,878
+30% +$237M 0.14% 159
2021
Q3 		$896M Buy
5,127,438
+22,149
+0.4% +$3.81M 0.15% 140
2021
Q2 		$826M Buy
5,105,289
+2,018,088
+65% +$281M 0.14% 157
2021
Q1 		$412M Buy
3,087,201
+2,057,360
+200% +$317M 0.07% 268
2020
Q4 		$170M Buy
1,029,841
+352,987
+52% +$56.5M 0.03% 451
2020
Q3 		$86.2M Sell
676,854
-29,915
-4% -$3.8M 0.02% 558
2020
Q2 		$94.1M Buy
706,769
+182,781
+35% +$18M 0.02% 542
2020
Q1 		$39.1M Buy
523,988
+518,462
+9,382% +$42.3M 0.01% 705
2019
Q4 		$404K Buy
+5,526
New +$401K ﹤0.01% 1893

Other funds holding AVLR

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Wellington Management Group's AVLR Position: Q4 2022 in Review

Wellington Management Group sold out of Avalara, Inc. (AVLR) in Q4 2022, closing a stake of 1,913,922 shares — an estimated $176M sold.

Wellington Management Group first reported a position in AVLR in Q4 2019 and held it in 12 quarters. The position peaked at $896M in Q3 2021. 2 funds tracked by Wall St. Rank hold AVLR as of Q4 2022.

  • Wellington Management Group reported no remaining Avalara, Inc. position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 1,913,922 Avalara, Inc. shares in Q4 2022, an estimated $176M.
  • Wellington Management Group first reported a position in Avalara, Inc. in Q4 2019 and held it in 12 quarters.
  • Wellington Management Group's Avalara, Inc. position peaked at $896M in Q3 2021.
  • 2 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.