Ladenburg Thalmann Financial Services’s Avalara, Inc. AVLR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$141K	Buy	1,927 +731	+61%	+$53.1K	﹤0.01%	2775
2019 Q3	$81K	Buy	1,196 +225	+23%	+$18.2K	﹤0.01%	3098
2019 Q2	$71K	Buy	971 +313	+48%	+$20.2K	﹤0.01%	3225
2019 Q1	$37K	Buy	658 +478	+266%	+$22.2K	﹤0.01%	3615
2018 Q4	$6K	Hold	180	–	–	﹤0.01%	4540
2018 Q3	$6K	Buy	+180	New	+$7.45K	﹤0.01%	4545

Other funds holding AVLR

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

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

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

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

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Ladenburg Thalmann Financial Services's AVLR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Avalara, Inc. (AVLR) stake by 61% in Q4 2019, buying an estimated $53.1K and bringing the position to 1,927 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #2775.

Ladenburg Thalmann Financial Services first reported a position in AVLR in Q3 2018 and has held it in 6 quarters since. 271 funds tracked by Wall St. Rank hold AVLR as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,927 shares of Avalara, Inc. worth $141K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 731 Avalara, Inc. shares in Q4 2019, an estimated $53.1K.
Avalara, Inc. made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2775 holding.
Ladenburg Thalmann Financial Services first reported a position in Avalara, Inc. in Q3 2018 and has held it in 6 quarters since.
271 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.