Mackenzie Financial’s Avalara, Inc. AVLR Stock Holding History

Mackenzie Financial’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 Q2	–	Sell	-2,954	Closed	-$394K	–	1302
2021 Q1	$394K	Buy	2,954 +501	+20%	+$77.3K	﹤0.01%	986
2020 Q4	$404K	Buy	+2,453	New	+$392K	﹤0.01%	887
2020 Q3	–	Sell	-1,927	Closed	-$256K	–	1076
2020 Q2	$256K	Buy	+1,927	New	+$189K	﹤0.01%	905

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Mackenzie Financial's AVLR Position: Q2 2021 in Review

Mackenzie Financial sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 2,954 shares — an estimated $394K sold.

Mackenzie Financial first reported a position in AVLR in Q2 2020 and held it in 3 quarters. The position peaked at $404K in Q4 2020. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

Mackenzie Financial reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
Mackenzie Financial sold 2,954 Avalara, Inc. shares in Q2 2021, an estimated $394K.
Mackenzie Financial first reported a position in Avalara, Inc. in Q2 2020 and held it in 3 quarters.
Mackenzie Financial's Avalara, Inc. position peaked at $404K in Q4 2020.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Mackenzie Financial's 13F filing for Q2 2021, filed 11 Aug 2021.