FCH
AVLR

Freestone Capital Holdings’s Avalara, Inc. AVLR Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-348
Closed -$57.4K – 1236
2020
Q4 		$57.4K Buy
348
+200
+135% +$32K ﹤0.01% 534
2020
Q3 		$18.8K Buy
+148
New +$18.8K ﹤0.01% 657

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Freestone Capital Holdings's AVLR Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 348 shares — an estimated $57.4K sold.

Freestone Capital Holdings first reported a position in AVLR in Q3 2020 and held it in 2 quarters. The position peaked at $57.4K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 348 Avalara, Inc. shares in Q1 2021, an estimated $57.4K.
  • Freestone Capital Holdings first reported a position in Avalara, Inc. in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Avalara, Inc. position peaked at $57.4K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.