Gemmer Asset Management’s Avalara, Inc. AVLR Stock Holding History

Gemmer Asset Management’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 Q4	–	Sell	-25	Closed	-$4K	–	1352
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	1090
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	1243
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	1332
2020 Q4	$4K	Hold	25	–	–	﹤0.01%	1154
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	1132
2020 Q2	$3K	Sell	25 -75	-75%	-$7.37K	﹤0.01%	1108
2020 Q1	$7K	Buy	+100	New	+$8.15K	﹤0.01%	666

Other funds holding AVLR

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FAM

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

Gemmer Asset Management's AVLR Position: Q4 2021 in Review

Gemmer Asset Management sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 25 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in AVLR in Q1 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

Gemmer Asset Management reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
Gemmer Asset Management sold 25 Avalara, Inc. shares in Q4 2021, an estimated $4K.
Gemmer Asset Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 7 quarters.
Gemmer Asset Management's Avalara, Inc. position peaked at $7K in Q1 2020.
423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.