First Allied Advisory Services’s Avalara, Inc. AVLR Stock Holding History

First Allied Advisory Services’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 Q3	$1.07M	Buy	+8,397	New	+$1.07M	0.04%	454
2018 Q3	–	Sell	-18,748	Closed	-$999K	–	1250
2018 Q2	$999K	Buy	+18,748	New	+$892K	0.04%	453

Other funds holding AVLR

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

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

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

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

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

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

FAM

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

WRCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Allied Advisory Services's AVLR Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Avalara, Inc. (AVLR) in Q3 2020: 8,397 shares worth $1.07M. The stake represents 0.04% of the portfolio and ranks #454 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in AVLR as recently as Q2 2018.

First Allied Advisory Services first reported a position in AVLR in Q2 2018 and has held it in 2 quarters since. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

First Allied Advisory Services held 8,397 shares of Avalara, Inc. worth $1.07M as of Q3 2020.
Avalara, Inc. was a new First Allied Advisory Services position in Q3 2020.
Avalara, Inc. made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #454 holding.
First Allied Advisory Services first reported a position in Avalara, Inc. in Q2 2018 and has held it in 2 quarters since.
381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.