MIFH
AVLR

Migdal Insurance & Financial Holdings’s Avalara, Inc. AVLR Stock Holding History

Migdal Insurance & Financial Holdings’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
2020
Q3 		– Sell
-8
Closed -$1K – 802
2020
Q2 		$1K Sell
8
-14
-64% -$1.38K ﹤0.01% 698
2020
Q1 		$2K Sell
22
-668
-97% -$54.5K ﹤0.01% 648
2019
Q4 		$51K Buy
+690
New +$50.1K ﹤0.01% 634

Other funds holding AVLR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Migdal Insurance & Financial Holdings's AVLR Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 8 shares — an estimated $1K sold.

Migdal Insurance & Financial Holdings first reported a position in AVLR in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q4 2019. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

  • Migdal Insurance & Financial Holdings reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 8 Avalara, Inc. shares in Q3 2020, an estimated $1K.
  • Migdal Insurance & Financial Holdings first reported a position in Avalara, Inc. in Q4 2019 and held it in 3 quarters.
  • Migdal Insurance & Financial Holdings's Avalara, Inc. position peaked at $51K in Q4 2019.
  • 381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.