HFM
AVLR

Harvest Fund Management’s Avalara, Inc. AVLR Stock Holding History

Harvest Fund 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
Q1 		– Sell
-360
Closed -$59K – 891
2020
Q4 		$59K Buy
+360
New +$57.6K 0.01% 333
2020
Q3 		– Sell
-299
Closed -$41K – 622
2020
Q2 		$41K Buy
+299
New +$29.4K ﹤0.01% 361
2019
Q4 		– Sell
-504
Closed -$34K – 493
2019
Q3 		$34K Hold
504
– – ﹤0.01% 330
2019
Q2 		$36K Buy
+504
New +$32.5K ﹤0.01% 341

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

Harvest Fund Management's AVLR Position: Q1 2021 in Review

Harvest Fund Management sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 360 shares — an estimated $59K sold.

Harvest Fund Management first reported a position in AVLR in Q2 2019 and held it in 4 quarters. The position peaked at $59K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Harvest Fund Management reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Harvest Fund Management sold 360 Avalara, Inc. shares in Q1 2021, an estimated $59K.
  • Harvest Fund Management first reported a position in Avalara, Inc. in Q2 2019 and held it in 4 quarters.
  • Harvest Fund Management's Avalara, Inc. position peaked at $59K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Harvest Fund Management's 13F filing for Q1 2021, filed 13 May 2021.