AC
AVLR

Avestar Capital’s Avalara, Inc. AVLR Stock Holding History

Avestar Capital’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
Q2 		– Sell
-8,915
Closed -$665K – 207
2020
Q1 		$665K Hold
8,915
– – 0.36% 71
2019
Q4 		$653K Buy
+8,915
New +$648K 0.37% 68

Other funds holding AVLR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avestar Capital's AVLR Position: Q2 2020 in Review

Avestar Capital sold out of Avalara, Inc. (AVLR) in Q2 2020, closing a stake of 8,915 shares — an estimated $665K sold.

Avestar Capital first reported a position in AVLR in Q4 2019 and held it in 2 quarters. The position peaked at $665K in Q1 2020. 340 funds tracked by Wall St. Rank hold AVLR as of Q2 2020.

  • Avestar Capital reported no remaining Avalara, Inc. position as of Q2 2020 after selling out during the quarter.
  • Avestar Capital sold 8,915 Avalara, Inc. shares in Q2 2020, an estimated $665K.
  • Avestar Capital first reported a position in Avalara, Inc. in Q4 2019 and held it in 2 quarters.
  • Avestar Capital's Avalara, Inc. position peaked at $665K in Q1 2020.
  • 340 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2020.

Based on Avestar Capital's 13F filing for Q2 2020, filed 29 Jul 2020.