IWS
AVLR

Insight Wealth Strategies’s Avalara, Inc. AVLR Stock Holding History

Insight Wealth Strategies’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
2020
Q1 		– Sell
-7,660
Closed -$561K – 203
2019
Q4 		$561K Buy
7,660
+203
+3% +$14.7K 0.12% 115
2019
Q3 		$502K Buy
+7,457
New +$603K 0.12% 115

Other funds holding AVLR

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Insight Wealth Strategies's AVLR Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Avalara, Inc. (AVLR) in Q1 2020, closing a stake of 7,660 shares — an estimated $561K sold.

Insight Wealth Strategies first reported a position in AVLR in Q3 2019 and held it in 2 quarters. The position peaked at $561K in Q4 2019. 259 funds tracked by Wall St. Rank hold AVLR as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Avalara, Inc. position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,660 Avalara, Inc. shares in Q1 2020, an estimated $561K.
  • Insight Wealth Strategies first reported a position in Avalara, Inc. in Q3 2019 and held it in 2 quarters.
  • Insight Wealth Strategies's Avalara, Inc. position peaked at $561K in Q4 2019.
  • 259 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.