EWP
AVLR

Engrave Wealth Partners’s Avalara, Inc. AVLR Stock Holding History

Engrave Wealth Partners’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
-95
Closed -$12K – 455
2020
Q2 		$12K Buy
95
+60
+171% +$5.9K 0.01% 234
2020
Q1 		$2K Buy
+35
New +$2.85K ﹤0.01% 372

Other funds holding AVLR

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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

Engrave Wealth Partners's AVLR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 95 shares — an estimated $12K sold.

Engrave Wealth Partners first reported a position in AVLR in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 95 Avalara, Inc. shares in Q3 2020, an estimated $12K.
  • Engrave Wealth Partners first reported a position in Avalara, Inc. in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Avalara, Inc. position peaked at $12K in Q2 2020.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.