William Blair & Company
AVLR

William Blair & Company’s Avalara, Inc. AVLR Stock Holding History

William Blair & Company’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
-49,249
Closed -$3.48M – 1907
2022
Q2 		$3.48M Sell
49,249
-21,854
-31% -$1.8M 0.02% 506
2022
Q1 		$7.08M Sell
71,103
-5,007
-7% -$508K 0.02% 388
2021
Q4 		$9.83M Buy
76,110
+3,444
+5% +$538K 0.03% 344
2021
Q3 		$12.7M Buy
72,666
+9,004
+14% +$1.55M 0.04% 285
2021
Q2 		$10.3M Buy
63,662
+5,150
+9% +$718K 0.04% 321
2021
Q1 		$7.81M Buy
58,512
+3,266
+6% +$504K 0.03% 366
2020
Q4 		$9.11M Buy
55,246
+1,095
+2% +$175K 0.03% 325
2020
Q3 		$6.9M Buy
54,151
+25,127
+87% +$3.19M 0.03% 338
2020
Q2 		$3.86M Buy
29,024
+2,362
+9% +$232K 0.02% 429
2020
Q1 		$1.99M Buy
26,662
+6,606
+33% +$538K 0.01% 511
2019
Q4 		$1.47M Buy
20,056
+9,276
+86% +$674K 0.01% 684
2019
Q3 		$725K Buy
+10,780
New +$872K ﹤0.01% 836

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Janus Henderson Group
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
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

William Blair & Company's AVLR Position: Q3 2022 in Review

William Blair & Company sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 49,249 shares — an estimated $3.48M sold.

William Blair & Company first reported a position in AVLR in Q3 2019 and held it in 12 quarters. The position peaked at $12.7M in Q3 2021. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • William Blair & Company reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
  • William Blair & Company sold 49,249 Avalara, Inc. shares in Q3 2022, an estimated $3.48M.
  • William Blair & Company first reported a position in Avalara, Inc. in Q3 2019 and held it in 12 quarters.
  • William Blair & Company's Avalara, Inc. position peaked at $12.7M in Q3 2021.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on William Blair & Company's 13F filing for Q3 2022, filed 9 Nov 2022.