ABC
AVLR

Associated Banc-Corp’s Avalara, Inc. AVLR Stock Holding History

Associated Banc-Corp’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
-17
Closed -$3K – 948
2020
Q4 		$3K Hold
17
– – ﹤0.01% 707
2020
Q3 		$2K Hold
17
– – ﹤0.01% 790
2020
Q2 		$2K Buy
+17
New +$1.67K ﹤0.01% 801

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

Associated Banc-Corp's AVLR Position: Q1 2021 in Review

Associated Banc-Corp sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 17 shares — an estimated $3K sold.

Associated Banc-Corp first reported a position in AVLR in Q2 2020 and held it in 3 quarters. The position peaked at $3K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Associated Banc-Corp reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 17 Avalara, Inc. shares in Q1 2021, an estimated $3K.
  • Associated Banc-Corp first reported a position in Avalara, Inc. in Q2 2020 and held it in 3 quarters.
  • Associated Banc-Corp's Avalara, Inc. position peaked at $3K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.