BWA
AVLR

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

BDO 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
-10
Closed -$2K – 1173
2021
Q3 		$2K Hold
10
– – ﹤0.01% 973
2021
Q2 		$2K Sell
10
-65
-87% -$9.06K ﹤0.01% 1016
2021
Q1 		$10K Buy
+75
New +$11.6K ﹤0.01% 742

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

BDO Wealth Advisors's AVLR Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 10 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in AVLR in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • BDO Wealth Advisors reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 10 Avalara, Inc. shares in Q4 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Avalara, Inc. in Q1 2021 and held it in 3 quarters.
  • BDO Wealth Advisors's Avalara, Inc. position peaked at $10K in Q1 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.