HAG
AVLR

HighPoint Advisor Group’s Avalara, Inc. AVLR Stock Holding History

HighPoint Advisor Group’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
Q3 		$325K Buy
1,858
+382
+26% +$65.7K 0.03% 386
2021
Q2 		$239K Sell
1,476
-328
-18% -$45.7K 0.02% 459
2021
Q1 		$257K Buy
1,804
+223
+14% +$34.4K 0.03% 403
2020
Q4 		$283K Sell
1,581
-416
-21% -$66.5K 0.03% 362
2020
Q3 		$324K Buy
+1,997
New +$254K 0.06% 257

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighPoint Advisor Group's AVLR Position: Q3 2021 in Review

HighPoint Advisor Group increased its Avalara, Inc. (AVLR) stake by 26% in Q3 2021, buying an estimated $65.7K and bringing the position to 1,858 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #386.

HighPoint Advisor Group first reported a position in AVLR in Q3 2020 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • HighPoint Advisor Group held 1,858 shares of Avalara, Inc. worth $325K as of Q3 2021.
  • HighPoint Advisor Group bought 382 Avalara, Inc. shares in Q3 2021, an estimated $65.7K.
  • Avalara, Inc. made up 0.03% of HighPoint Advisor Group's portfolio in Q3 2021, its #386 holding.
  • HighPoint Advisor Group first reported a position in Avalara, Inc. in Q3 2020 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.