Zeke Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Zeke Capital 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	–	Sell	-4,687	Closed	-$331K	–	503
2022 Q2	$331K	Buy	4,687 +647	+16%	+$53.2K	0.02%	296
2022 Q1	$402K	Buy	4,040 +1,788	+79%	+$181K	0.02%	282
2021 Q4	$291K	Buy	2,252 +277	+14%	+$43.2K	0.02%	232
2021 Q3	$345K	Hold	1,975	–	–	0.02%	195
2021 Q2	$320K	Buy	+1,975	New	+$275K	0.02%	207
2021 Q1	–	Sell	-1,285	Closed	-$212K	–	348
2020 Q4	$212K	Buy	+1,285	New	+$206K	0.02%	265

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

Zeke Capital Advisors's AVLR Position: Q3 2022 in Review

Zeke Capital Advisors sold out of Avalara, Inc. (AVLR) in Q3 2022, closing a stake of 4,687 shares — an estimated $331K sold.

Zeke Capital Advisors first reported a position in AVLR in Q4 2020 and held it in 6 quarters. The position peaked at $402K in Q1 2022. 385 funds tracked by Wall St. Rank hold AVLR as of Q3 2022.

Zeke Capital Advisors reported no remaining Avalara, Inc. position as of Q3 2022 after selling out during the quarter.
Zeke Capital Advisors sold 4,687 Avalara, Inc. shares in Q3 2022, an estimated $331K.
Zeke Capital Advisors first reported a position in Avalara, Inc. in Q4 2020 and held it in 6 quarters.
Zeke Capital Advisors's Avalara, Inc. position peaked at $402K in Q1 2022.
385 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2022.

Based on Zeke Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.