IFG
AVLR

Independent Financial Group’s Avalara, Inc. AVLR Stock Holding History

Independent Financial 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
Q4 		– Sell
-2,305
Closed -$403K – 846
2021
Q3 		$403K Buy
2,305
+50
+2% +$8.6K 0.04% 425
2021
Q2 		$365K Sell
2,255
-331
-13% -$46.1K 0.04% 467
2021
Q1 		$345K Sell
2,586
-10
-0.4% -$1.54K 0.04% 429
2020
Q4 		$428K Buy
2,596
+825
+47% +$132K 0.06% 337
2020
Q3 		$226K Buy
+1,771
New +$225K 0.04% 423

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

Independent Financial Group's AVLR Position: Q4 2021 in Review

Independent Financial Group sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 2,305 shares — an estimated $403K sold.

Independent Financial Group first reported a position in AVLR in Q3 2020 and held it in 5 quarters. The position peaked at $428K in Q4 2020. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Independent Financial Group reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 2,305 Avalara, Inc. shares in Q4 2021, an estimated $403K.
  • Independent Financial Group first reported a position in Avalara, Inc. in Q3 2020 and held it in 5 quarters.
  • Independent Financial Group's Avalara, Inc. position peaked at $428K in Q4 2020.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.