Charles Schwab Investment Management Inc Avalara, Inc. Transaction History

Charles Schwab Investment Management Inc

$515 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$71.44 - $95.55 $619,241 - $828,227	8,668 Added 1.76%	500,622 $46 Million
Q2 2022 Aug 15, 2022	BUY	$68.03 - $107.35 $1.02 Million - $1.6 Million	14,929 Added 3.13%	491,954 $34.7 Million
Q1 2022 May 13, 2022	BUY	$75.84 - $126.71 $730,566 - $1.22 Million	9,633 Added 2.06%	477,025 $47.5 Million
Q4 2021 Feb 11, 2022	BUY	$129.11 - $186.42 $1.81 Million - $2.61 Million	14,003 Added 3.09%	467,392 $60.3 Million
Q3 2021 Nov 16, 2021	BUY	$146.49 - $189.88 $2.4 Million - $3.11 Million	16,386 Added 3.75%	453,389 $79.2 Million
Q2 2021 Aug 16, 2021	BUY	$120.91 - $165.49 $1.56 Million - $2.13 Million	12,864 Added 3.03%	437,003 $70.7 Million
Q1 2021 May 17, 2021	BUY	$123.33 - $179.78 $624,173 - $909,866	5,061 Added 1.21%	424,139 $56.6 Million
Q4 2020 Feb 16, 2021	BUY	$130.78 - $183.79 $1.39 Million - $1.95 Million	10,593 Added 2.59%	419,078 $69.1 Million
Q3 2020 Nov 13, 2020	SELL	$117.33 - $141.27 $8.95 Million - $10.8 Million	-76,255 Reduced 15.73%	408,485 $52 Million
Q2 2020 Aug 14, 2020	BUY	$63.63 - $137.59 $2.95 Million - $6.37 Million	46,292 Added 10.56%	484,740 $64.5 Million
Q1 2020 May 15, 2020	BUY	$57.89 - $92.77 $2.07 Million - $3.32 Million	35,820 Added 8.9%	438,448 $32.7 Million
Q4 2019 Feb 07, 2020	BUY	$64.5 - $79.95 $516,903 - $640,719	8,014 Added 2.03%	402,628 $29.5 Million
Q3 2019 Nov 08, 2019	BUY	$67.29 - $89.5 $15.2 Million - $20.2 Million	225,635 Added 133.53%	394,614 $26.6 Million
Q2 2019 Aug 09, 2019	BUY	$54.8 - $74.62 $4.78 Million - $6.51 Million	87,217 Added 106.67%	168,979 $12.2 Million
Q1 2019 May 14, 2019	BUY	$31.45 - $56.49 $1.25 Million - $2.24 Million	39,615 Added 93.99%	81,762 $4.56 Million
Q4 2018 Feb 14, 2019	SELL	$28.98 - $37.93 $19,822 - $25,944	-684 Reduced 1.6%	42,147 $1.31 Million
Q3 2018 Nov 13, 2018	BUY	$34.67 - $49.59 $1.48 Million - $2.12 Million	42,831 New	42,831 $1.5 Million

Others Institutions Holding AVLR

# of Institutions

Shares Held

132K

Call Options Held

Put Options Held

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About AVALARA, INC.

Ticker AVLR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 88,557,904
Market Cap $8.28B
Description
Avalara, Inc., together with its subsidiaries, provides cloud-based solutions for transaction tax compliance worldwide. The company offers a suite of compliance solutions that enable businesses to address the complexity of transaction tax compliance; process transactions in real time; produce detailed records of transaction tax determinations; a...

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