Westwood Management Corporation’s Avalara, Inc. AVLR Stock Holding History

Westwood Management Corporation’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	-92,250	Closed	-$6.51M	–	77
2022 Q2	$6.51M	Sell	92,250 -5,000	-5%	-$411K	0.82%	19
2022 Q1	$9.68M	Sell	97,250 -18,600	-16%	-$1.89M	0.92%	18
2021 Q4	$15M	Sell	115,850 -3,700	-3%	-$578K	1.14%	19
2021 Q3	$20.9M	Hold	119,550	–	–	1.71%	17
2021 Q2	$19.3M	Buy	119,550 +1,050	+0.9%	+$146K	1.56%	17
2021 Q1	$15.8M	Buy	118,500 +900	+0.8%	+$139K	1.4%	19
2020 Q4	$19.4M	Buy	117,600 +59,750	+103%	+$9.56M	1.63%	19
2020 Q3	$7.37M	Sell	57,850 -2,000	-3%	-$254K	0.67%	22
2020 Q2	$7.96M	Buy	59,850 +41,100	+219%	+$4.04M	0.82%	22
2020 Q1	$1.4M	Buy	+18,750	New	+$1.53M	0.19%	26

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

Westwood Management Corporation's AVLR Position: Q3 2022 in Review

Westwood Management Corporation sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 92,250 shares — an estimated $6.51M sold.

Westwood Management Corporation first reported a position in AVLR in Q1 2020 and held it in 10 quarters. The position peaked at $20.9M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Westwood Management Corporation reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Westwood Management Corporation sold 92,250 Avalara, Inc. shares in Q3 2022, an estimated $6.51M.
Westwood Management Corporation first reported a position in Avalara, Inc. in Q1 2020 and held it in 10 quarters.
Westwood Management Corporation's Avalara, Inc. position peaked at $20.9M in Q3 2021.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Westwood Management Corporation's 13F filing for Q3 2022, filed 26 Oct 2022.