JCM
AVLR

Jag Capital Management’s Avalara, Inc. AVLR Stock Holding History

Jag Capital Management’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
Q3 		– Sell
-1,678
Closed -$272K – 243
2021
Q2 		$272K Buy
+1,678
New +$234K 0.02% 207

Other funds holding AVLR

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jag Capital Management's AVLR Position: Q3 2021 in Review

Jag Capital Management sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 1,678 shares — an estimated $272K sold.

Jag Capital Management first reported a position in AVLR in Q2 2021 and held it in 1 quarter. The position peaked at $272K in Q2 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • Jag Capital Management reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • Jag Capital Management sold 1,678 Avalara, Inc. shares in Q3 2021, an estimated $272K.
  • Jag Capital Management first reported a position in Avalara, Inc. in Q2 2021 and held it in 1 quarter.
  • Jag Capital Management's Avalara, Inc. position peaked at $272K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on Jag Capital Management's 13F filing for Q3 2021, filed 21 Oct 2021.