Marshall & Sullivan’s Avalara, Inc. AVLR Stock Holding History

Marshall & Sullivan’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
2018 Q3	–	Sell	-900	Closed	-$48K	–	86
2018 Q2	$48K	Buy	+900	New	+$42.8K	0.04%	60

Other funds holding AVLR

Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BPI

Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $298M AUM 33.47% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Marshall & Sullivan's AVLR Position: Q3 2018 in Review

Marshall & Sullivan sold out of Avalara, Inc. (AVLR) in Q3 2018, closing a stake of 900 shares — an estimated $48K sold.

Marshall & Sullivan first reported a position in AVLR in Q2 2018 and held it in 1 quarter. The position peaked at $48K in Q2 2018. 80 funds tracked by Wall St. Rank hold AVLR as of Q3 2018.

Marshall & Sullivan reported no remaining Avalara, Inc. position as of Q3 2018 after selling out during the quarter.
Marshall & Sullivan sold 900 Avalara, Inc. shares in Q3 2018, an estimated $48K.
Marshall & Sullivan first reported a position in Avalara, Inc. in Q2 2018 and held it in 1 quarter.
Marshall & Sullivan's Avalara, Inc. position peaked at $48K in Q2 2018.
80 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2018.

Based on Marshall & Sullivan's 13F filing for Q3 2018, filed 29 Oct 2018.