Westfield Capital Management’s Avalara, Inc. AVLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-884,705
| Closed | -$62.5M | – | 256 |
|
|
2022
Q2 | $62.5M | Sell |
884,705
-311,284
| -26% | -$22M | 0.49% | 70 |
|
|
2022
Q1 | $119M | Buy |
1,195,989
+495,256
| +71% | +$49.3M | 0.76% | 38 |
|
|
2021
Q4 | $90.5M | Buy |
700,733
+342,901
| +96% | +$44.3M | 0.54% | 64 |
|
|
2021
Q3 | $62.5M | Buy |
357,832
+8,652
| +2% | +$1.51M | 0.38% | 96 |
|
|
2021
Q2 | $56.5M | Buy |
349,180
+117,937
| +51% | +$19.1M | 0.34% | 109 |
|
|
2021
Q1 | $30.9M | Buy |
231,243
+588
| +0.3% | +$78.5K | 0.19% | 148 |
|
|
2020
Q4 | $38M | Sell |
230,655
-3,292
| -1% | -$543K | 0.23% | 141 |
|
|
2020
Q3 | $29.8M | Sell |
233,947
-2,808
| -1% | -$358K | 0.19% | 147 |
|
|
2020
Q2 | $31.5M | Sell |
236,755
-3,316
| -1% | -$441K | 0.22% | 131 |
|
|
2020
Q1 | $17.9M | Buy |
+240,071
| New | +$17.9M | 0.16% | 150 |
|