WFA
AVLR

Wipfli Financial Advisors’s Avalara, Inc. AVLR Stock Holding History

Wipfli Financial Advisors’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 		$36K Buy
+392
New +$35.1K ﹤0.01% 1282

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

Wipfli Financial Advisors's AVLR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Avalara, Inc. (AVLR) in Q3 2022: 392 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #1282 among its holdings.

385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

  • Wipfli Financial Advisors held 392 shares of Avalara, Inc. worth $36K as of Q3 2022.
  • Avalara, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Avalara, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1282 holding.
  • 385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.