Cerity Partners
AVLR

Cerity Partners’s Avalara, Inc. AVLR Stock Holding History

Cerity Partners’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
Q3 		– Sell
-1,802
Closed -$292K – 738
2021
Q2 		$292K Buy
+1,802
New +$251K 0.01% 591
2021
Q1 		– Sell
-1,295
Closed -$214K – 753
2020
Q4 		$214K Buy
+1,295
New +$207K 0.01% 584

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cerity Partners's AVLR Position: Q3 2021 in Review

Cerity Partners sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 1,802 shares — an estimated $292K sold.

Cerity Partners first reported a position in AVLR in Q4 2020 and held it in 2 quarters. The position peaked at $292K in Q2 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Cerity Partners reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Cerity Partners sold 1,802 Avalara, Inc. shares in Q3 2021, an estimated $292K.
  • Cerity Partners first reported a position in Avalara, Inc. in Q4 2020 and held it in 2 quarters.
  • Cerity Partners's Avalara, Inc. position peaked at $292K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Cerity Partners's 13F filing for Q3 2021, filed 25 Oct 2021.