Invictus RG’s Avalara, Inc. AVLR Stock Holding History

Invictus RG’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 Q1	–	Sell	-528	Closed	-$87K	–	50
2020 Q4	$87K	Buy	+528	New	+$84.5K	0.89%	32

Other funds holding AVLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invictus RG's AVLR Position: Q1 2021 in Review

Invictus RG sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 528 shares — an estimated $87K sold.

Invictus RG first reported a position in AVLR in Q4 2020 and held it in 1 quarter. The position peaked at $87K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

Invictus RG reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
Invictus RG sold 528 Avalara, Inc. shares in Q1 2021, an estimated $87K.
Invictus RG first reported a position in Avalara, Inc. in Q4 2020 and held it in 1 quarter.
Invictus RG's Avalara, Inc. position peaked at $87K in Q4 2020.
403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Invictus RG's 13F filing for Q1 2021, filed 14 May 2021.