Wellington Shields Capital Management, LLC Avalara, Inc. Transaction History

Wellington Shields Capital Management, LLC

$558 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$71.44 - $95.55 $67,510 - $90,294	-945 Reduced 22.53%	3,250 $298,000
Q2 2022 Aug 12, 2022	SELL	$68.03 - $107.35 $1.36 Million - $2.15 Million	-20,050 Reduced 82.7%	4,195 $296,000
Q1 2022 May 12, 2022	BUY	$75.84 - $126.71 $1.54 Million - $2.57 Million	20,275 Added 510.71%	24,245 $445,000
Q4 2021 Feb 15, 2022	BUY	$129.11 - $186.42 $512,566 - $740,087	3,970 New	3,970 $513,000
Q3 2021 Nov 10, 2021	SELL	$146.49 - $189.88 $624,779 - $809,838	-4,265 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$120.91 - $165.49 $16.7 Million - $22.9 Million	-138,419 Reduced 97.01%	4,265 $690,000
Q1 2021 May 12, 2021	BUY	$123.33 - $179.78 $17.2 Million - $25.1 Million	139,684 Added 4656.13%	142,684 $19 Million
Q4 2020 Feb 09, 2021	BUY	$130.78 - $183.79 $392,340 - $551,370	3,000 New	3,000 $495,000

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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