FC
AVLR

FORA Capital’s Avalara, Inc. AVLR Stock Holding History

FORA Capital’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
Q2 		– Sell
-2,471
Closed -$330K – 1227
2021
Q1 		$330K Buy
+2,471
New +$381K 0.11% 218
2020
Q3 		– Sell
-9,184
Closed -$1.22M – 1087
2020
Q2 		$1.22M Buy
+9,184
New +$903K 0.42% 47

Other funds holding AVLR

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Alkeon Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FORA Capital's AVLR Position: Q2 2021 in Review

FORA Capital sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 2,471 shares — an estimated $330K sold.

FORA Capital first reported a position in AVLR in Q2 2020 and held it in 2 quarters. The position peaked at $1.22M in Q2 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • FORA Capital reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • FORA Capital sold 2,471 Avalara, Inc. shares in Q2 2021, an estimated $330K.
  • FORA Capital first reported a position in Avalara, Inc. in Q2 2020 and held it in 2 quarters.
  • FORA Capital's Avalara, Inc. position peaked at $1.22M in Q2 2020.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on FORA Capital's 13F filing for Q2 2021, filed 16 Aug 2021.