EWM
AVLR

Edge Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Edge Wealth 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
2020
Q3 		– Sell
-100
Closed -$13K – 655
2020
Q2 		$13K Hold
100
– – ﹤0.01% 438
2020
Q1 		$8K Hold
100
– – ﹤0.01% 421
2019
Q4 		$7K Buy
+100
New +$7.26K ﹤0.01% 461

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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edge Wealth Management's AVLR Position: Q3 2020 in Review

Edge Wealth Management sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 100 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in AVLR in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Edge Wealth Management reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 100 Avalara, Inc. shares in Q3 2020, an estimated $13K.
  • Edge Wealth Management first reported a position in Avalara, Inc. in Q4 2019 and held it in 3 quarters.
  • Edge Wealth Management's Avalara, Inc. position peaked at $13K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.