Clare Market Investments’s Avalara, Inc. AVLR Stock Holding History

Clare Market Investments’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	-5,579	Closed	-$920K	–	139
2020 Q4	$920K	Buy	5,579 +1,094	+24%	+$175K	0.38%	39
2020 Q3	$571K	Buy	+4,485	New	+$570K	0.28%	51
2020 Q2	–	Sell	-4,250	Closed	-$317K	–	103
2020 Q1	$317K	Sell	4,250 -15	-0.4%	-$1.22K	0.27%	57
2019 Q4	$312K	Buy	+4,265	New	+$310K	0.23%	66

Other funds holding AVLR

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

BlackRock New York $6.73T AUM 46.02% 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

Clare Market Investments's AVLR Position: Q1 2021 in Review

Clare Market Investments sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 5,579 shares — an estimated $920K sold.

Clare Market Investments first reported a position in AVLR in Q4 2019 and held it in 4 quarters. The position peaked at $920K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

Clare Market Investments reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
Clare Market Investments sold 5,579 Avalara, Inc. shares in Q1 2021, an estimated $920K.
Clare Market Investments first reported a position in Avalara, Inc. in Q4 2019 and held it in 4 quarters.
Clare Market Investments's Avalara, Inc. position peaked at $920K in Q4 2020.
403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Clare Market Investments's 13F filing for Q1 2021, filed 20 Feb 2025.