Westfield Capital Management’s Avalara, Inc. AVLR Stock Holding History

Westfield Capital 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	-884,705	Closed	-$62.5M	–	256
2022 Q2	$62.5M	Sell	884,705 -311,284	-26%	-$25.6M	0.49%	70
2022 Q1	$119M	Buy	1,195,989 +495,256	+71%	+$50.2M	0.76%	38
2021 Q4	$90.5M	Buy	700,733 +342,901	+96%	+$53.5M	0.54%	64
2021 Q3	$62.5M	Buy	357,832 +8,652	+2%	+$1.49M	0.38%	96
2021 Q2	$56.5M	Buy	349,180 +117,937	+51%	+$16.4M	0.34%	109
2021 Q1	$30.9M	Buy	231,243 +588	+0.3%	+$90.7K	0.19%	148
2020 Q4	$38M	Sell	230,655 -3,292	-1%	-$527K	0.23%	141
2020 Q3	$29.8M	Sell	233,947 -2,808	-1%	-$357K	0.19%	147
2020 Q2	$31.5M	Sell	236,755 -3,316	-1%	-$326K	0.22%	131
2020 Q1	$17.9M	Buy	+240,071	New	+$19.6M	0.16%	150

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

Westfield Capital Management's AVLR Position: Q3 2022 in Review

Westfield Capital Management sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 884,705 shares — an estimated $62.5M sold.

Westfield Capital Management first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $119M in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Westfield Capital Management reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Westfield Capital Management sold 884,705 Avalara, Inc. shares in Q3 2022, an estimated $62.5M.
Westfield Capital Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Westfield Capital Management's Avalara, Inc. position peaked at $119M in Q1 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Westfield Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.