BWM
AVLR

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

BerganKDV 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
2022
Q1 		– Sell
-16
Closed -$2K – 1131
2021
Q4 		$2K Buy
+16
New +$2.5K ﹤0.01% 950

Other funds holding AVLR

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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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

BerganKDV Wealth Management's AVLR Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Avalara, Inc. (AVLR) in Q1 2022, closing a stake of 16 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in AVLR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 409 funds tracked by Wall St. Rank hold AVLR as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Avalara, Inc. position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 16 Avalara, Inc. shares in Q1 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Avalara, Inc. in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Avalara, Inc. position peaked at $2K in Q4 2021.
  • 409 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.