First Mercantile Trust’s Avalara, Inc. AVLR Stock Holding History

First Mercantile Trust’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 Q4	–	Sell	-2,866	Closed	-$193K	–	917
2019 Q3	$193K	Hold	2,866	–	–	0.02%	488
2019 Q2	$207K	Sell	2,866 -326	-10%	-$21K	0.02%	425
2019 Q1	$178K	Buy	+3,192	New	+$148K	0.04%	492
2018 Q3	–	Sell	-1,900	Closed	-$101K	–	963
2018 Q2	$101K	Buy	+1,900	New	+$90.4K	0.02%	718

Other funds holding AVLR

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Mercantile Trust's AVLR Position: Q4 2019 in Review

First Mercantile Trust sold out of Avalara, Inc. (AVLR) in Q4 2019, closing a stake of 2,866 shares — an estimated $193K sold.

First Mercantile Trust first reported a position in AVLR in Q2 2018 and held it in 4 quarters. The position peaked at $207K in Q2 2019. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

First Mercantile Trust reported no remaining Avalara, Inc. position as of Q4 2019 after selling out during the quarter.
First Mercantile Trust sold 2,866 Avalara, Inc. shares in Q4 2019, an estimated $193K.
First Mercantile Trust first reported a position in Avalara, Inc. in Q2 2018 and held it in 4 quarters.
First Mercantile Trust's Avalara, Inc. position peaked at $207K in Q2 2019.
271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on First Mercantile Trust's 13F filing for Q4 2019, filed 31 Jan 2020.