HMS
AVLR

Hanseatic Management Services’s Avalara, Inc. AVLR Stock Holding History

Hanseatic Management Services’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
-2,191
Closed -$361K – 187
2020
Q4 		$361K Sell
2,191
-21
-0.9% -$3.36K 0.78% 47
2020
Q3 		$282K Sell
2,212
-6,617
-75% -$840K 0.64% 47
2020
Q2 		$1.18M Buy
8,829
+97
+1% +$9.54K 0.99% 31
2020
Q1 		$651K Buy
+8,732
New +$712K 0.69% 54

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

Hanseatic Management Services's AVLR Position: Q1 2021 in Review

Hanseatic Management Services sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 2,191 shares — an estimated $361K sold.

Hanseatic Management Services first reported a position in AVLR in Q1 2020 and held it in 4 quarters. The position peaked at $1.18M in Q2 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Hanseatic Management Services reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Hanseatic Management Services sold 2,191 Avalara, Inc. shares in Q1 2021, an estimated $361K.
  • Hanseatic Management Services first reported a position in Avalara, Inc. in Q1 2020 and held it in 4 quarters.
  • Hanseatic Management Services's Avalara, Inc. position peaked at $1.18M in Q2 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Hanseatic Management Services's 13F filing for Q1 2021, filed 11 May 2021.