AG
AVLR

Advisor Group’s Avalara, Inc. AVLR Stock Holding History

Advisor Group’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
2019
Q4 		$390K Sell
5,333
-23,366
-81% -$1.7M ﹤0.01% 1858
2019
Q3 		$1.93M Sell
28,699
-1,223
-4% -$98.9K 0.01% 778
2019
Q2 		$2.16M Buy
29,922
+16,175
+118% +$1.04M 0.02% 726
2019
Q1 		$767K Buy
13,747
+12,674
+1,181% +$588K 0.01% 1279
2018
Q4 		$34K Buy
1,073
+44
+4% +$1.42K ﹤0.01% 3464
2018
Q3 		$35K Buy
1,029
+954
+1,272% +$39.5K ﹤0.01% 3537
2018
Q2 		$4K Buy
+75
New +$3.57K ﹤0.01% 4497

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Advisor Group's AVLR Position: Q4 2019 in Review

Advisor Group reduced its Avalara, Inc. (AVLR) stake by 81% in Q4 2019, selling an estimated $1.7M and leaving 5,333 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Advisor Group first reported a position in AVLR in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.16M in Q2 2019. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

  • Advisor Group held 5,333 shares of Avalara, Inc. worth $390K as of Q4 2019.
  • Advisor Group sold 23,366 Avalara, Inc. shares in Q4 2019, an estimated $1.7M.
  • Avalara, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1858 holding.
  • Advisor Group first reported a position in Avalara, Inc. in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's Avalara, Inc. position peaked at $2.16M in Q2 2019.
  • 271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.