LWM
AVLR

Liberty Wealth Management’s Avalara, Inc. AVLR Stock Holding History

Liberty Wealth 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
Q4 		– Sell
-183
Closed -$30K – 1196
2021
Q3 		$30K Buy
183
+147
+408% +$25.3K 0.01% 540
2021
Q2 		$6K Buy
36
+20
+125% +$2.79K ﹤0.01% 774
2021
Q1 		$2K Hold
16
– – ﹤0.01% 844
2020
Q4 		$2K Sell
16
-4
-20% -$640 ﹤0.01% 840
2020
Q3 		$3K Buy
+20
New +$2.54K ﹤0.01% 733

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Liberty Wealth Management's AVLR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Avalara, Inc. (AVLR) in Q4 2021, closing a stake of 183 shares — an estimated $30K sold.

Liberty Wealth Management first reported a position in AVLR in Q3 2020 and held it in 5 quarters. The position peaked at $30K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Avalara, Inc. position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 183 Avalara, Inc. shares in Q4 2021, an estimated $30K.
  • Liberty Wealth Management first reported a position in Avalara, Inc. in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Avalara, Inc. position peaked at $30K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.