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

Catalyst 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
2019 Q4	–	Sell	-159	Closed	-$11K	–	446
2019 Q3	$11K	Buy	159 +32	+25%	+$2.59K	﹤0.01%	339
2019 Q2	$9K	Buy	127 +27	+27%	+$1.74K	﹤0.01%	327
2019 Q1	$6K	Buy	+100	New	+$4.64K	﹤0.01%	353
2018 Q4	–	Sell	-167	Closed	-$6K	–	512
2018 Q3	$6K	Hold	167	–	–	﹤0.01%	396
2018 Q2	$9K	Buy	+167	New	+$7.94K	﹤0.01%	378

Other funds holding AVLR

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

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

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

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

FAM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Catalyst Capital Advisors's AVLR Position: Q4 2019 in Review

Catalyst Capital Advisors sold out of Avalara, Inc. (AVLR) in Q4 2019, closing a stake of 159 shares — an estimated $11K sold.

Catalyst Capital Advisors first reported a position in AVLR in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q3 2019. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

Catalyst Capital Advisors reported no remaining Avalara, Inc. position as of Q4 2019 after selling out during the quarter.
Catalyst Capital Advisors sold 159 Avalara, Inc. shares in Q4 2019, an estimated $11K.
Catalyst Capital Advisors first reported a position in Avalara, Inc. in Q2 2018 and held it in 5 quarters.
Catalyst Capital Advisors's Avalara, Inc. position peaked at $11K in Q3 2019.
271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on Catalyst Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.