Brinker Capital’s Avalara, Inc. AVLR Stock Holding History

Brinker Capital’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 Q2	$2.86M	Buy	21,487 +6,496	+43%	+$639K	0.09%	218
2020 Q1	$1.12M	Buy	14,991 +5,370	+56%	+$438K	0.04%	398
2019 Q4	$705K	Buy	9,621 +4,424	+85%	+$321K	0.02%	620
2019 Q3	$350K	Buy	+5,197	New	+$420K	0.01%	781

Other funds holding AVLR

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Brinker Capital's AVLR Position: Q2 2020 in Review

Brinker Capital increased its Avalara, Inc. (AVLR) stake by 43% in Q2 2020, buying an estimated $639K and bringing the position to 21,487 shares worth $2.86M. The position accounts for 0.09% of the portfolio, ranked #218.

Brinker Capital first reported a position in AVLR in Q3 2019 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold AVLR as of Q2 2020.

Brinker Capital held 21,487 shares of Avalara, Inc. worth $2.86M as of Q2 2020.
Brinker Capital bought 6,496 Avalara, Inc. shares in Q2 2020, an estimated $639K.
Avalara, Inc. made up 0.09% of Brinker Capital's portfolio in Q2 2020, its #218 holding.
Brinker Capital first reported a position in Avalara, Inc. in Q3 2019 and has held it in 4 quarters since.
340 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.