HPC
AVLR

HM Payson & Co’s Avalara, Inc. AVLR Stock Holding History

HM Payson & Co’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
-20
Closed -$3K – 1197
2021
Q3 		$3K Hold
20
– – ﹤0.01% 980
2021
Q2 		$3K Hold
20
– – ﹤0.01% 973
2021
Q1 		$3K Hold
20
– – ﹤0.01% 1025
2020
Q4 		$3K Buy
20
+10
+100% +$1.6K ﹤0.01% 998
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1025
2020
Q2 		$1K Buy
+10
New +$983 ﹤0.01% 853

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
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

HM Payson & Co's AVLR Position: Q4 2021 in Review

HM Payson & Co sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

HM Payson & Co first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • HM Payson & Co reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • HM Payson & Co sold 20 Avalara, Inc. shares in Q4 2021, an estimated $3K.
  • HM Payson & Co first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
  • HM Payson & Co's Avalara, Inc. position peaked at $3K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.