CCI
AVLR

Columbus Circle Investors’s Avalara, Inc. AVLR Stock Holding History

Columbus Circle Investors’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
Q4 		$6.48M Buy
+39,277
New +$6.28M 0.28% 103
2019
Q4 		– Sell
-16,076
Closed -$1.08M – 186
2019
Q3 		$1.08M Sell
16,076
-5,912
-27% -$478K 0.04% 140
2019
Q2 		$1.59M Sell
21,988
-1,258
-5% -$81.2K 0.04% 145
2019
Q1 		$1.3M Buy
+23,246
New +$1.08M 0.03% 135

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Columbus Circle Investors's AVLR Position: Q4 2020 in Review

Columbus Circle Investors opened a new position in Avalara, Inc. (AVLR) in Q4 2020: 39,277 shares worth $6.48M. The stake represents 0.28% of the portfolio and ranks #103 among its holdings. This is a return to the name: Columbus Circle Investors previously reported a position in AVLR as recently as Q3 2019.

Columbus Circle Investors first reported a position in AVLR in Q1 2019 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • Columbus Circle Investors held 39,277 shares of Avalara, Inc. worth $6.48M as of Q4 2020.
  • Avalara, Inc. was a new Columbus Circle Investors position in Q4 2020.
  • Avalara, Inc. made up 0.28% of Columbus Circle Investors's portfolio in Q4 2020, its #103 holding.
  • Columbus Circle Investors first reported a position in Avalara, Inc. in Q1 2019 and has held it in 4 quarters since.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Columbus Circle Investors's 13F filing for Q4 2020, filed 20 Jan 2021.