AE Wealth Management’s Avalara, Inc. AVLR Stock Holding History

AE Wealth Management’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
2020 Q4	–	Sell	-1,854	Closed	-$236K	–	1457
2020 Q3	$236K	Buy	+1,854	New	+$235K	﹤0.01%	1123

Other funds holding AVLR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's AVLR Position: Q4 2020 in Review

AE Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 1,854 shares — an estimated $236K sold.

AE Wealth Management first reported a position in AVLR in Q3 2020 and held it in 1 quarter. The position peaked at $236K in Q3 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

AE Wealth Management reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
AE Wealth Management sold 1,854 Avalara, Inc. shares in Q4 2020, an estimated $236K.
AE Wealth Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 1 quarter.
AE Wealth Management's Avalara, Inc. position peaked at $236K in Q3 2020.
440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on AE Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.