Marshall Wace North America’s Avalara, Inc. AVLR Stock Holding History

Marshall Wace North America’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	-18,032	Closed	-$2.41M	–	1921
2021 Q1	$2.41M	Buy	+18,032	New	+$2.78M	0.01%	771
2020 Q3	–	Sell	-7,571	Closed	-$1.01M	–	1563
2020 Q2	$1.01M	Sell	7,571 -3,081	-29%	-$303K	0.01%	756
2020 Q1	$795K	Sell	10,652 -1,943	-15%	-$158K	0.01%	655
2019 Q4	$923K	Buy	12,595 +11,768	+1,423%	+$855K	﹤0.01%	725
2019 Q3	$56K	Buy	+827	New	+$66.9K	﹤0.01%	1150
2018 Q4	–	Sell	-10,352	Closed	-$362K	–	1702
2018 Q3	$362K	Sell	10,352 -5,205	-33%	-$215K	﹤0.01%	754
2018 Q2	$830K	Buy	+15,557	New	+$740K	﹤0.01%	979

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

Marshall Wace North America's AVLR Position: Q2 2021 in Review

Marshall Wace North America sold out of Avalara, Inc. (AVLR) in Q2 2021, closing a stake of 18,032 shares — an estimated $2.41M sold.

Marshall Wace North America first reported a position in AVLR in Q2 2018 and held it in 7 quarters. The position peaked at $2.41M in Q1 2021. 402 funds tracked by Wall St. Rank hold AVLR as of Q2 2021.

Marshall Wace North America reported no remaining Avalara, Inc. position as of Q2 2021 after selling out during the quarter.
Marshall Wace North America sold 18,032 Avalara, Inc. shares in Q2 2021, an estimated $2.41M.
Marshall Wace North America first reported a position in Avalara, Inc. in Q2 2018 and held it in 7 quarters.
Marshall Wace North America's Avalara, Inc. position peaked at $2.41M in Q1 2021.
402 funds tracked by Wall St. Rank held Avalara, Inc. as of Q2 2021.

Based on Marshall Wace North America's 13F filing for Q2 2021, filed 13 Aug 2021.