AIL
AVLR

AGF Investments LLC’s Avalara, Inc. AVLR Stock Holding History

AGF Investments LLC’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
2021
Q1 		– Sell
-128
Closed -$21K – 525
2020
Q4 		$21K Sell
128
-52
-29% -$8.32K ﹤0.01% 419
2020
Q3 		$23K Sell
180
-36
-17% -$4.57K ﹤0.01% 426
2020
Q2 		$29K Sell
216
-9,275
-98% -$912K ﹤0.01% 415
2020
Q1 		$708K Buy
9,491
+9,355
+6,879% +$763K 0.09% 173
2019
Q4 		$10K Buy
+136
New +$9.88K ﹤0.01% 507

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AGF Investments LLC's AVLR Position: Q1 2021 in Review

AGF Investments LLC sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 128 shares — an estimated $21K sold.

AGF Investments LLC first reported a position in AVLR in Q4 2019 and held it in 5 quarters. The position peaked at $708K in Q1 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • AGF Investments LLC reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • AGF Investments LLC sold 128 Avalara, Inc. shares in Q1 2021, an estimated $21K.
  • AGF Investments LLC first reported a position in Avalara, Inc. in Q4 2019 and held it in 5 quarters.
  • AGF Investments LLC's Avalara, Inc. position peaked at $708K in Q1 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on AGF Investments LLC's 13F filing for Q1 2021, filed 14 May 2021.