CCG Wealth Management’s Avalara, Inc. AVLR Stock Holding History

CCG Wealth Management’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	-4,050	Closed	-$302K	–	73
2020 Q1	$302K	Sell	4,050 -13,033	-76%	-$1.06M	0.29%	39
2019 Q4	$1.25M	Hold	17,083	–	–	0.79%	28
2019 Q3	$1.15M	Sell	17,083 -500	-3%	-$40.4K	0.78%	29
2019 Q2	$1.27M	Sell	17,583 -1,950	-10%	-$126K	0.91%	27
2019 Q1	$1.09M	Sell	19,533 -8,458	-30%	-$392K	0.87%	27
2018 Q4	$872K	Buy	+27,991	New	+$903K	0.85%	25

Other funds holding AVLR

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

CCG Wealth Management's AVLR Position: Q2 2020 in Review

CCG Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2020, closing a stake of 4,050 shares — an estimated $302K sold.

CCG Wealth Management first reported a position in AVLR in Q4 2018 and held it in 6 quarters. The position peaked at $1.27M in Q2 2019. 340 funds tracked by Wall St. Rank hold AVLR as of Q2 2020.

CCG Wealth Management reported no remaining Avalara, Inc. position as of Q2 2020 after selling out during the quarter.
CCG Wealth Management sold 4,050 Avalara, Inc. shares in Q2 2020, an estimated $302K.
CCG Wealth Management first reported a position in Avalara, Inc. in Q4 2018 and held it in 6 quarters.
CCG Wealth Management's Avalara, Inc. position peaked at $1.27M in Q2 2019.
340 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2020.

Based on CCG Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.