NFG
AVLR

Next Financial Group’s Avalara, Inc. AVLR Stock Holding History

Next Financial Group’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
Q4 		$324K Buy
2,511
+286
+13% +$44.6K 0.02% 705
2021
Q3 		$389K Buy
2,225
+51
+2% +$8.77K 0.03% 570
2021
Q2 		$352K Buy
2,174
+2,089
+2,458% +$291K 0.03% 603
2021
Q1 		$11K Buy
85
+2
+2% +$308 ﹤0.01% 1871
2020
Q4 		$13K Buy
83
+77
+1,283% +$12.3K ﹤0.01% 1689
2020
Q3 		$1K Buy
+6
New +$762 ﹤0.01% 2169
2020
Q2 		– Sell
-75
Closed -$6K – 2042
2020
Q1 		$6K Hold
75
– – ﹤0.01% 1679
2019
Q4 		$5K Sell
75
-285
-79% -$20.7K ﹤0.01% 1985
2019
Q3 		$24K Buy
+360
New +$29.1K ﹤0.01% 1378

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Next Financial Group's AVLR Position: Q4 2021 in Review

Next Financial Group increased its Avalara, Inc. (AVLR) stake by 13% in Q4 2021, buying an estimated $44.6K and bringing the position to 2,511 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #705.

Next Financial Group first reported a position in AVLR in Q3 2019 and has held it in 9 quarters since. The position peaked at $389K in Q3 2021. 423 funds tracked by Wall St. Rank hold AVLR as of Q4 2021.

  • Next Financial Group held 2,511 shares of Avalara, Inc. worth $324K as of Q4 2021.
  • Next Financial Group bought 286 Avalara, Inc. shares in Q4 2021, an estimated $44.6K.
  • Avalara, Inc. made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #705 holding.
  • Next Financial Group first reported a position in Avalara, Inc. in Q3 2019 and has held it in 9 quarters since.
  • Next Financial Group's Avalara, Inc. position peaked at $389K in Q3 2021.
  • 423 funds tracked by Wall St. Rank held Avalara, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.