BRWM
AVLR

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

B. Riley Wealth Management’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
Q4 		– Sell
-413
Closed -$28K – 446
2019
Q3 		$28K Buy
+413
New +$33.4K ﹤0.01% 384

Other funds holding AVLR

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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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

B. Riley Wealth Management's AVLR Position: Q4 2019 in Review

B. Riley Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2019, closing a stake of 413 shares — an estimated $28K sold.

B. Riley Wealth Management first reported a position in AVLR in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

  • B. Riley Wealth Management reported no remaining Avalara, Inc. position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Management sold 413 Avalara, Inc. shares in Q4 2019, an estimated $28K.
  • B. Riley Wealth Management first reported a position in Avalara, Inc. in Q3 2019 and held it in 1 quarter.
  • B. Riley Wealth Management's Avalara, Inc. position peaked at $28K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on B. Riley Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.