WG
AVLR

Winton Group’s Avalara, Inc. AVLR Stock Holding History

Winton 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
2021
Q4 		– Sell
-3,442
Closed -$602K – 1513
2021
Q3 		$602K Sell
3,442
-1,197
-26% -$206K 0.03% 766
2021
Q2 		$751K Buy
4,639
+2,501
+117% +$349K 0.04% 689
2021
Q1 		$285K Sell
2,138
-132
-6% -$20.4K 0.02% 1163
2020
Q4 		$374K Sell
2,270
-2,442
-52% -$391K 0.03% 941
2020
Q3 		$600K Sell
4,712
-22,367
-83% -$2.84M 0.02% 1042
2020
Q2 		$3.6M Buy
+27,079
New +$2.66M 0.09% 367

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Winton Group's AVLR Position: Q4 2021 in Review

Winton Group sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 3,442 shares — an estimated $602K sold.

Winton Group first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $3.6M in Q2 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Winton Group reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 3,442 Avalara, Inc. shares in Q4 2021, an estimated $602K.
  • Winton Group first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
  • Winton Group's Avalara, Inc. position peaked at $3.6M in Q2 2020.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.