Evoke Wealth’s Avalara, Inc. AVLR Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-142	Closed	-$10.4K	–	1401
2019 Q4	$10.4K	Hold	142	–	–	﹤0.01%	734
2019 Q3	$9.55K	Buy	+142	New	+$11.5K	﹤0.01%	831

Other funds holding AVLR

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Evoke Wealth's AVLR Position: Q1 2020 in Review

Evoke Wealth sold out of Avalara, Inc. (AVLR) in Q1 2020, closing a stake of 142 shares — an estimated $10.4K sold.

Evoke Wealth first reported a position in AVLR in Q3 2019 and held it in 2 quarters. The position peaked at $10.4K in Q4 2019. 259 funds tracked by Wall St. Rank hold AVLR as of Q1 2020.

Evoke Wealth reported no remaining Avalara, Inc. position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 142 Avalara, Inc. shares in Q1 2020, an estimated $10.4K.
Evoke Wealth first reported a position in Avalara, Inc. in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Avalara, Inc. position peaked at $10.4K in Q4 2019.
259 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.