CFA
AVLR

Carroll Financial Associates’s Avalara, Inc. AVLR Stock Holding History

Carroll Financial Associates’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
Q4 		$19K Hold
142
– – ﹤0.01% 998
2021
Q3 		$24K Hold
142
– – ﹤0.01% 950
2021
Q2 		$22K Buy
142
+50
+54% +$6.97K ﹤0.01% 1065
2021
Q1 		$12K Hold
92
– – ﹤0.01% 1176
2020
Q4 		$15K Sell
92
-1
-1% -$160 ﹤0.01% 1010
2020
Q3 		$11K Buy
+93
New +$11.8K ﹤0.01% 1018

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Carroll Financial Associates's AVLR Position: Q4 2021 in Review

Carroll Financial Associates held its Avalara, Inc. (AVLR) position steady in Q4 2021 at 142 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Carroll Financial Associates first reported a position in AVLR in Q3 2020 and has held it in 6 quarters since. The position peaked at $24K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Carroll Financial Associates held 142 shares of Avalara, Inc. worth $19K as of Q4 2021.
  • Carroll Financial Associates left its Avalara, Inc. share count unchanged in Q4 2021.
  • Avalara, Inc. made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #998 holding.
  • Carroll Financial Associates first reported a position in Avalara, Inc. in Q3 2020 and has held it in 6 quarters since.
  • Carroll Financial Associates's Avalara, Inc. position peaked at $24K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.