BHWM
AVLR

Bay Harbor Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Bay Harbor 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
2020
Q4 		– Sell
-20
Closed -$3K – 471
2020
Q3 		$3K Buy
+20
New +$2.54K ﹤0.01% 302

Other funds holding AVLR

T. Rowe Price Associates
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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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bay Harbor Wealth Management's AVLR Position: Q4 2020 in Review

Bay Harbor Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 20 shares — an estimated $3K sold.

Bay Harbor Wealth Management first reported a position in AVLR in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • Bay Harbor Wealth Management reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 20 Avalara, Inc. shares in Q4 2020, an estimated $3K.
  • Bay Harbor Wealth Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Avalara, Inc. position peaked at $3K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.