FHA
AVLR

Flagship Harbor Advisors’s Avalara, Inc. AVLR Stock Holding History

Flagship Harbor 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
2020
Q4 		– Sell
-40
Closed -$5K – 1920
2020
Q3 		$5K Hold
40
– – ﹤0.01% 1556
2020
Q2 		$5K Hold
40
– – ﹤0.01% 1613
2020
Q1 		$3K Hold
40
– – ﹤0.01% 1596
2019
Q4 		$3K Hold
40
– – ﹤0.01% 1677
2019
Q3 		$2K Hold
40
– – ﹤0.01% 1713
2019
Q2 		$2K Hold
40
– – ﹤0.01% 1727
2019
Q1 		$2K Hold
40
– – ﹤0.01% 1718
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1794
2018
Q3 		$2K Hold
40
– – ﹤0.01% 1941
2018
Q2 		$2K Buy
+40
New +$1.9K ﹤0.01% 1893

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flagship Harbor Advisors's AVLR Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Avalara, Inc. (AVLR) in Q4 2020, closing a stake of 40 shares — an estimated $5K sold.

Flagship Harbor Advisors first reported a position in AVLR in Q2 2018 and held it in 10 quarters. The position peaked at $5K in Q3 2020. 440 funds tracked by Wall St. Rank hold AVLR as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Avalara, Inc. position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 40 Avalara, Inc. shares in Q4 2020, an estimated $5K.
  • Flagship Harbor Advisors first reported a position in Avalara, Inc. in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's Avalara, Inc. position peaked at $5K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.