Berman Capital Advisors’s Avalara, Inc. AVLR Stock Holding History

Berman Capital 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 Q3	$64K	Buy	370 +170	+85%	+$29.2K	0.01%	582
2021 Q2	$31K	Buy	200 +186	+1,329%	+$25.9K	﹤0.01%	763
2021 Q1	$1K	Buy	14 +6	+75%	+$925	﹤0.01%	1734
2020 Q4	$1K	Buy	+8	New	+$1.28K	﹤0.01%	1626
2020 Q3	–	Sell	-5	Closed	–	–	1834
2020 Q2	$0	Buy	+5	New	+$491	﹤0.01%	1890

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's AVLR Position: Q3 2021 in Review

Berman Capital Advisors increased its Avalara, Inc. (AVLR) stake by 85% in Q3 2021, buying an estimated $29.2K and bringing the position to 370 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #582.

Berman Capital Advisors first reported a position in AVLR in Q2 2020 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

Berman Capital Advisors held 370 shares of Avalara, Inc. worth $64K as of Q3 2021.
Berman Capital Advisors bought 170 Avalara, Inc. shares in Q3 2021, an estimated $29.2K.
Avalara, Inc. made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #582 holding.
Berman Capital Advisors first reported a position in Avalara, Inc. in Q2 2020 and has held it in 5 quarters since.
391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.