BRWA
AVLR

B. Riley Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-1,256
Closed -$219K – 1518
2021
Q3 		$219K Sell
1,256
-476
-27% -$81.9K 0.01% 1200
2021
Q2 		$278K Sell
1,732
-1,548
-47% -$216K 0.01% 1063
2021
Q1 		$438K Buy
3,280
+1,418
+76% +$219K 0.02% 801
2020
Q4 		$308K Buy
1,862
+225
+14% +$36K 0.02% 743
2020
Q3 		$209K Buy
+1,637
New +$208K 0.01% 829

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

B. Riley Wealth Advisors's AVLR Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 1,256 shares — an estimated $219K sold.

B. Riley Wealth Advisors first reported a position in AVLR in Q3 2020 and held it in 5 quarters. The position peaked at $438K in Q1 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,256 Avalara, Inc. shares in Q4 2021, an estimated $219K.
  • B. Riley Wealth Advisors first reported a position in Avalara, Inc. in Q3 2020 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Avalara, Inc. position peaked at $438K in Q1 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.