Morse Asset Management’s Avalara, Inc. AVLR Stock Holding History

Morse Asset 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
2020 Q3	–	Sell	-21,257	Closed	-$2.83M	–	142
2020 Q2	$2.83M	Buy	21,257 +280	+1%	+$27.5K	1.01%	27
2020 Q1	$1.56M	Buy	+20,977	New	+$1.71M	0.75%	39

Other funds holding AVLR

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morse Asset Management's AVLR Position: Q3 2020 in Review

Morse Asset Management sold out of Avalara, Inc. (AVLR) in Q3 2020, closing a stake of 21,257 shares — an estimated $2.83M sold.

Morse Asset Management first reported a position in AVLR in Q1 2020 and held it in 2 quarters. The position peaked at $2.83M in Q2 2020. 381 funds tracked by Wall St. Rank hold AVLR as of Q3 2020.

Morse Asset Management reported no remaining Avalara, Inc. position as of Q3 2020 after selling out during the quarter.
Morse Asset Management sold 21,257 Avalara, Inc. shares in Q3 2020, an estimated $2.83M.
Morse Asset Management first reported a position in Avalara, Inc. in Q1 2020 and held it in 2 quarters.
Morse Asset Management's Avalara, Inc. position peaked at $2.83M in Q2 2020.
381 funds tracked by Wall St. Rank held Avalara, Inc. as of Q3 2020.

Based on Morse Asset Management's 13F filing for Q3 2020, filed 9 Nov 2020.