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

Capital Impact 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 Q1	–	Sell	-17,026	Closed	-$2.81M	–	143
2020 Q4	$2.81M	Hold	17,026	–	–	0.69%	64
2020 Q3	$2.17M	Hold	17,026	–	–	0.64%	73
2020 Q2	$2.27M	Sell	17,026 -8,000	-32%	-$786K	0.76%	61
2020 Q1	$1.87M	Buy	25,026 +1,122	+5%	+$91.5K	0.78%	56
2019 Q4	$1.75M	Buy	23,904 +9,139	+62%	+$664K	0.62%	97
2019 Q3	$1M	Sell	14,765 -13,098	-47%	-$1.06M	0.38%	112
2019 Q2	$1.98M	Buy	+27,863	New	+$1.8M	0.73%	55

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Impact Advisors's AVLR Position: Q1 2021 in Review

Capital Impact Advisors sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 17,026 shares — an estimated $2.81M sold.

Capital Impact Advisors first reported a position in AVLR in Q2 2019 and held it in 7 quarters. The position peaked at $2.81M in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

Capital Impact Advisors reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
Capital Impact Advisors sold 17,026 Avalara, Inc. shares in Q1 2021, an estimated $2.81M.
Capital Impact Advisors first reported a position in Avalara, Inc. in Q2 2019 and held it in 7 quarters.
Capital Impact Advisors's Avalara, Inc. position peaked at $2.81M in Q4 2020.
403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Capital Impact Advisors's 13F filing for Q1 2021, filed 18 May 2021.