Evolution Wealth Advisors’s Avalara, Inc. AVLR Stock Holding History

Evolution Wealth Advisors’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	-889	Closed	-$144K	–	690
2021 Q2	$144K	Sell	889 -261	-23%	-$36.4K	0.03%	147
2021 Q1	$153K	Buy	+1,150	New	+$177K	0.03%	122
2020 Q4	–	Sell	-351	Closed	-$45K	–	649
2020 Q3	$45K	Buy	+351	New	+$44.6K	0.01%	191
2020 Q2	–	Sell	-1,391	Closed	-$104K	–	576
2020 Q1	$104K	Sell	1,391 -635	-31%	-$51.8K	0.04%	85
2019 Q4	$148K	Buy	2,026 +1,935	+2,126%	+$141K	0.04%	89
2019 Q3	$6K	Buy	+91	New	+$7.36K	﹤0.01%	264

Other funds holding AVLR

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evolution Wealth Advisors's AVLR Position: Q3 2021 in Review

Evolution Wealth Advisors sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 889 shares — an estimated $144K sold.

Evolution Wealth Advisors first reported a position in AVLR in Q3 2019 and held it in 6 quarters. The position peaked at $153K in Q1 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

Evolution Wealth Advisors reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 889 Avalara, Inc. shares in Q3 2021, an estimated $144K.
Evolution Wealth Advisors first reported a position in Avalara, Inc. in Q3 2019 and held it in 6 quarters.
Evolution Wealth Advisors's Avalara, Inc. position peaked at $153K in Q1 2021.
391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Evolution Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.