NC
AVLR

Nehal Chopra’s Avalara, Inc. AVLR Stock Holding History

Nehal Chopra’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
Q4 		– Sell
-55,647
Closed -$1.94M – 32
2018
Q3 		$1.94M Sell
55,647
-109,321
-66% -$4.53M 1.21% 18
2018
Q2 		$8.8M Buy
+164,968
New +$7.85M 3.96% 9

Other funds holding AVLR

SC
Sageview Capital Greenwich, Connecticut $177M AUM 36.56% 1-Year Est. Return
WP
Warburg Pincus New York $187M AUM 34% 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 $346M AUM 14.09% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nehal Chopra's AVLR Position: Q4 2018 in Review

Nehal Chopra sold out of Avalara, Inc. (AVLR) in Q4 2018, closing a stake of 55,647 shares — an estimated $1.94M sold.

Nehal Chopra first reported a position in AVLR in Q2 2018 and held it in 2 quarters. The position peaked at $8.8M in Q2 2018. 90 funds tracked by Wall St. Rank hold AVLR as of Q4 2018.

  • Nehal Chopra reported no remaining Avalara, Inc. position as of Q4 2018 after selling out during the quarter.
  • Nehal Chopra sold 55,647 Avalara, Inc. shares in Q4 2018, an estimated $1.94M.
  • Nehal Chopra first reported a position in Avalara, Inc. in Q2 2018 and held it in 2 quarters.
  • Nehal Chopra's Avalara, Inc. position peaked at $8.8M in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2018.

Based on Ratan Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.