KFP
AVLR

KB Financial Partners’s Avalara, Inc. AVLR Stock Holding History

KB Financial Partners’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
-159
Closed -$26K – 598
2021
Q2 		$26K Sell
159
-19
-11% -$2.65K 0.01% 327
2021
Q1 		$24K Buy
+178
New +$27.5K 0.01% 340

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
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

KB Financial Partners's AVLR Position: Q3 2021 in Review

KB Financial Partners sold out of Avalara, Inc. (AVLR) in Q3 2021, closing a stake of 159 shares — an estimated $26K sold.

KB Financial Partners first reported a position in AVLR in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q2 2021. 391 funds tracked by Wall St. Rank hold AVLR as of Q3 2021.

  • KB Financial Partners reported no remaining Avalara, Inc. position as of Q3 2021 after selling out during the quarter.
  • KB Financial Partners sold 159 Avalara, Inc. shares in Q3 2021, an estimated $26K.
  • KB Financial Partners first reported a position in Avalara, Inc. in Q1 2021 and held it in 2 quarters.
  • KB Financial Partners's Avalara, Inc. position peaked at $26K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2021.

Based on KB Financial Partners's 13F filing for Q3 2021, filed 16 Nov 2021.