EFSCE
AVLR

Enterprise Financial Services Corp (EFSC)’s Avalara, Inc. AVLR Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-31
Closed -$5K – 1302
2021
Q2 		$5K Buy
31
+16
+107% +$2.23K ﹤0.01% 951
2021
Q1 		$2K Sell
15
-4
-21% -$617 ﹤0.01% 1201
2020
Q4 		$3K Buy
+19
New +$3.04K ﹤0.01% 1044
2020
Q2 		– Sell
-7
Closed -$1K – 1385
2020
Q1 		$1K Buy
+7
New +$571 ﹤0.01% 1254

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

Enterprise Financial Services Corp (EFSC)'s AVLR Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 31 shares — an estimated $5K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in AVLR in Q1 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 31 Avalara, Inc. shares in Q3 2021, an estimated $5K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Avalara, Inc. in Q1 2020 and held it in 4 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Avalara, Inc. position peaked at $5K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.