EIM
AVLR

Essex Investment Management’s Avalara, Inc. AVLR Stock Holding History

Essex Investment 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
2019
Q2 		– Sell
-4,515
Closed -$252K – 524
2019
Q1 		$252K Sell
4,515
-8,943
-66% -$415K 0.04% 324
2018
Q4 		$419K Sell
13,458
-12,523
-48% -$404K 0.07% 264
2018
Q3 		$908K Buy
+25,981
New +$1.08M 0.11% 248

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Essex Investment Management's AVLR Position: Q2 2019 in Review

Essex Investment Management sold out of Avalara, Inc. (AVLR) in Q2 2019, closing a stake of 4,515 shares — an estimated $252K sold.

Essex Investment Management first reported a position in AVLR in Q3 2018 and held it in 3 quarters. The position peaked at $908K in Q3 2018. 227 funds tracked by Wall St. Rank hold AVLR as of Q2 2019.

  • Essex Investment Management reported no remaining Avalara, Inc. position as of Q2 2019 after selling out during the quarter.
  • Essex Investment Management sold 4,515 Avalara, Inc. shares in Q2 2019, an estimated $252K.
  • Essex Investment Management first reported a position in Avalara, Inc. in Q3 2018 and held it in 3 quarters.
  • Essex Investment Management's Avalara, Inc. position peaked at $908K in Q3 2018.
  • 227 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2019.

Based on Essex Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.