CIA
AVLR

CSat Investment Advisory’s Avalara, Inc. AVLR Stock Holding History

CSat Investment Advisory’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 		– Sell
-395
Closed -$50K – 1028
2020
Q3 		$50K Buy
395
+47
+14% +$5.97K ﹤0.01% 670
2020
Q2 		$46K Buy
+348
New +$34.2K 0.01% 687

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CSat Investment Advisory's AVLR Position: Q4 2020 in Review

CSat Investment Advisory sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 395 shares — an estimated $50K sold.

CSat Investment Advisory first reported a position in AVLR in Q2 2020 and held it in 2 quarters. The position peaked at $50K in Q3 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • CSat Investment Advisory reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 395 Avalara, Inc. shares in Q4 2020, an estimated $50K.
  • CSat Investment Advisory first reported a position in Avalara, Inc. in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Avalara, Inc. position peaked at $50K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.