CCFM
AVLR

Clear Creek Financial Management’s Avalara, Inc. AVLR Stock Holding History

Clear Creek Financial 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
2021
Q3 		– Sell
-2,000
Closed -$324K – 381
2021
Q2 		$324K Buy
+2,000
New +$279K 0.05% 223

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

Clear Creek Financial Management's AVLR Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 2,000 shares — an estimated $324K sold.

Clear Creek Financial Management first reported a position in AVLR in Q2 2021 and held it in 1 quarter. The position peaked at $324K in Q2 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Clear Creek Financial Management reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Clear Creek Financial Management sold 2,000 Avalara, Inc. shares in Q3 2021, an estimated $324K.
  • Clear Creek Financial Management first reported a position in Avalara, Inc. in Q2 2021 and held it in 1 quarter.
  • Clear Creek Financial Management's Avalara, Inc. position peaked at $324K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.