BSW
AVLR

Buckingham Strategic Wealth’s Avalara, Inc. AVLR Stock Holding History

Buckingham Strategic Wealth’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 		– Sell
-4,981
Closed -$372K – 493
2020
Q1 		$372K Hold
4,981
– – 0.04% 296
2019
Q4 		$365K Hold
4,981
– – 0.04% 309
2019
Q3 		$335K Sell
4,981
-6,314
-56% -$511K 0.04% 301
2019
Q2 		$815K Hold
11,295
– – 0.09% 169
2019
Q1 		$630K Buy
+11,295
New +$524K 0.08% 188

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Alkeon Capital Management
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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's AVLR Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Avalara, Inc. (AVLR) in Q2 2020, closing a stake of 4,981 shares — an estimated $372K sold.

Buckingham Strategic Wealth first reported a position in AVLR in Q1 2019 and held it in 5 quarters. The position peaked at $815K in Q2 2019. 340 funds tracked by Wall St. Rank hold AVLR as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining Avalara, Inc. position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,981 Avalara, Inc. shares in Q2 2020, an estimated $372K.
  • Buckingham Strategic Wealth first reported a position in Avalara, Inc. in Q1 2019 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Avalara, Inc. position peaked at $815K in Q2 2019.
  • 340 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.