AIA
AVLR

Avalon Investment & Advisory’s Avalara, Inc. AVLR Stock Holding History

Avalon Investment & Advisory’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
Q2 		– Sell
-4,772
Closed -$266K – 357
2019
Q1 		$266K Buy
+4,772
New +$221K 0.01% 309

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avalon Investment & Advisory's AVLR Position: Q2 2019 in Review

Avalon Investment & Advisory sold out of Avalara, Inc. (AVLR) in Q2 2019, closing a stake of 4,772 shares — an estimated $266K sold.

Avalon Investment & Advisory first reported a position in AVLR in Q1 2019 and held it in 1 quarter. The position peaked at $266K in Q1 2019. 227 funds tracked by Wall St. Rank hold AVLR as of Q2 2019.

  • Avalon Investment & Advisory reported no remaining Avalara, Inc. position as of Q2 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,772 Avalara, Inc. shares in Q2 2019, an estimated $266K.
  • Avalon Investment & Advisory first reported a position in Avalara, Inc. in Q1 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's Avalara, Inc. position peaked at $266K in Q1 2019.
  • 227 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2019.

Based on Avalon Investment & Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.