GWM
AVLR

Geneos Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Geneos Wealth 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
Q2 		– Sell
-99
Closed -$14K – 3179
2021
Q1 		$14K Buy
+99
New +$15.3K ﹤0.01% 2252

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

Geneos Wealth Management's AVLR Position: Q2 2021 in Review

Geneos Wealth Management sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 99 shares — an estimated $14K sold.

Geneos Wealth Management first reported a position in AVLR in Q1 2021 and held it in 1 quarter. The position peaked at $14K in Q1 2021. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

  • Geneos Wealth Management reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
  • Geneos Wealth Management sold 99 Avalara, Inc. shares in Q2 2021, an estimated $14K.
  • Geneos Wealth Management first reported a position in Avalara, Inc. in Q1 2021 and held it in 1 quarter.
  • Geneos Wealth Management's Avalara, Inc. position peaked at $14K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.