Y-Intercept (HK)’s Avalara, Inc. AVLR Stock Holding History

Y-Intercept (HK)’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 Q1	–	Sell	-3,503	Closed	-$452K	–	1015
2021 Q4	$452K	Buy	3,503 +2,025	+137%	+$316K	0.11%	278
2021 Q3	$258K	Buy	+1,478	New	+$254K	0.05%	515
2021 Q2	–	Sell	-4,775	Closed	-$598K	–	973
2021 Q1	$598K	Buy	4,775 +2,160	+83%	+$333K	0.16%	199
2020 Q4	$446K	Buy	+2,615	New	+$418K	0.19%	186

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Y-Intercept (HK)'s AVLR Position: Q1 2022 in Review

Y-Intercept (HK) sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 3,503 shares — an estimated $452K sold.

Y-Intercept (HK) first reported a position in AVLR in Q4 2020 and held it in 4 quarters. The position peaked at $598K in Q1 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

Y-Intercept (HK) reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
Y-Intercept (HK) sold 3,503 Avalara, Inc. shares in Q1 2022, an estimated $452K.
Y-Intercept (HK) first reported a position in Avalara, Inc. in Q4 2020 and held it in 4 quarters.
Y-Intercept (HK)'s Avalara, Inc. position peaked at $598K in Q1 2021.
409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on Y-Intercept (HK)'s 13F filing for Q1 2022, filed 16 May 2022.