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

Aperio 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
2020 Q4	$2.3M	Buy	13,968 +5,221	+60%	+$835K	0.01%	1172
2020 Q3	$1.11M	Buy	8,747 +3,231	+59%	+$410K	﹤0.01%	1388
2020 Q2	$734K	Buy	5,516 +2,418	+78%	+$238K	﹤0.01%	1564
2020 Q1	$231K	Buy	+3,098	New	+$253K	﹤0.01%	2038
2019 Q3	–	Sell	-1,269	Closed	-$92K	–	2890
2019 Q2	$92K	Buy	+1,269	New	+$81.9K	﹤0.01%	2405

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

Aperio Group's AVLR Position: Q4 2020 in Review

Aperio Group increased its Avalara, Inc. (AVLR) stake by 60% in Q4 2020, buying an estimated $835K and bringing the position to 13,968 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1172.

Aperio Group first reported a position in AVLR in Q2 2019 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

Aperio Group held 13,968 shares of Avalara, Inc. worth $2.3M as of Q4 2020.
Aperio Group bought 5,221 Avalara, Inc. shares in Q4 2020, an estimated $835K.
Avalara, Inc. made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1172 holding.
Aperio Group first reported a position in Avalara, Inc. in Q2 2019 and has held it in 5 quarters since.
440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.