EP
AVLR

Eudaimonia Partners’s Avalara, Inc. AVLR Stock Holding History

Eudaimonia 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
2021
Q2 		– Sell
-550
Closed -$73K – 1485
2021
Q1 		$73K Buy
550
+150
+38% +$23.1K 0.02% 551
2020
Q4 		$66K Hold
400
– – 0.01% 547
2020
Q3 		$51K Hold
400
– – 0.01% 558
2020
Q2 		$53K Hold
400
– – 0.02% 493
2020
Q1 		$30K Buy
+400
New +$32.6K 0.01% 572

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eudaimonia Partners's AVLR Position: Q2 2021 in Review

Eudaimonia Partners sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 550 shares — an estimated $73K sold.

Eudaimonia Partners first reported a position in AVLR in Q1 2020 and held it in 5 quarters. The position peaked at $73K in Q1 2021. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • Eudaimonia Partners reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 550 Avalara, Inc. shares in Q2 2021, an estimated $73K.
  • Eudaimonia Partners first reported a position in Avalara, Inc. in Q1 2020 and held it in 5 quarters.
  • Eudaimonia Partners's Avalara, Inc. position peaked at $73K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.