IRF
AVLR

IBM Retirement Fund’s Avalara, Inc. AVLR Stock Holding History

IBM Retirement Fund’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
-2,414
Closed -$422K – 729
2021
Q3 		$422K Buy
2,414
+18
+0.8% +$3.1K 0.03% 468
2021
Q2 		$388K Sell
2,396
-449
-16% -$62.6K 0.03% 502
2021
Q1 		$380K Sell
2,845
-202
-7% -$31.2K 0.03% 537
2020
Q4 		$502K Buy
3,047
+396
+15% +$63.4K 0.03% 451
2020
Q3 		$338K Buy
2,651
+854
+48% +$108K 0.03% 490
2020
Q2 		$239K Buy
+1,797
New +$177K 0.03% 471

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

IBM Retirement Fund's AVLR Position: Q4 2021 in Review

IBM Retirement Fund sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 2,414 shares — an estimated $422K sold.

IBM Retirement Fund first reported a position in AVLR in Q2 2020 and held it in 6 quarters. The position peaked at $502K in Q4 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • IBM Retirement Fund reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 2,414 Avalara, Inc. shares in Q4 2021, an estimated $422K.
  • IBM Retirement Fund first reported a position in Avalara, Inc. in Q2 2020 and held it in 6 quarters.
  • IBM Retirement Fund's Avalara, Inc. position peaked at $502K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.